Guides

Creating a new Portfolio

If you want to create a new Portfolio, follow these steps.

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  1. Navigate to the Portfolios tab on the Ledger information page and click the plus ( ) button (figure 1).
Figure 1. The button to create new Portfolios.

Figure 1. The button to create new Portfolios.

  1. The New Portfolio form will open on the right side of the screen.
  2. Fill in the information and click the Save button.

Updated 22 days ago