Create a portfolio
Christian Peter avatar
Written by Christian Peter
Updated over a week ago

Want to create a new portfolio?

Then read on!

To create a new portfolio there are 2 ways, depending on your platform.


  1. Go to your dashboard

  2. Directly under the title "Portfolio" you can see all existing portfolios.

  3. There is also directly the option to create a new portfolio

  4. Then select your broker and start the import.


  1. Go to your dashboard

  2. You will see 2 big buttons under the graph.

  3. One button for a new transaction and one for a new portfolio.

  4. Now select "add portfolio" and you can start the import after choosing your broker.

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