Adding a portfolio is a piece of cake! It can be done in just a few steps.
- First, click on the "Add Portfolio" button from the left sidebar menu.
- Next, enter a new name for your portfolio.
- Choose between a manual portfolio or an automatic portfolio. Manual portfolios require that you enter each ticker symbol by hand, whereas an automatic portfolio links directly to your brokerage account and new changes (buys/sells) are automatically imported without you having to do anything.
- Click 'Save'.