1
From the Portfolios page, click the New Portfolio button (figure 1).
Figure 1. The button to create new Portfolios.
2
The New Portfolio form will open on the right side of the screen.
3
Fill in the information and click the Save button.
Managing Organizations
Managing Ledgers
Managing Assets
Managing Segments
Managing Portfolios
Creating a new Portfolio
If you want to create a new Portfolio, follow these steps:
Assistant
Responses are generated using AI and may contain mistakes.