Want to create a new portfolio?
Then read on!
To create a new portfolio there are 2 ways, depending on your platform.
Web:
Go to your dashboard.
Directly under the title "Portfolio" you can see all existing portfolios.
There is also directly the option to create a new portfolio.
Then select your broker and start the import.
App:
Go to your dashboard.
You will see 2 big buttons under the graph.
One button for a new transaction and one for a new portfolio.
Now select "Add Account" and you can start the import after choosing your broker.


