Guides

Creating the First Portfolio

If your Ledger does not yet have any Portfolios, you can create one by following these steps.

Suggest Edits
  1. Navigate to the Portfolios tab on the Ledger information page and click the Create first portfolio+ button (figure 1)
Figure 1. The button to create the first Portfolio of the Ledger.

Figure 1. The button to create the first Portfolio of the Ledger.


  1. The New Portfolio form will open on the right side of the screen.
  2. Fill in the information and click the Save button.
  3. Once created, the Portfolio will appear in the list of available Portfolios for your Ledger.

Updated 22 days ago