Help Centre - ShareInvestor.com

Portfolio

Manage Your Portfolio - Create New Portfolio

Step 1. Click on the drop-down arrow beside My Watchlist to display the additional options.

Step 2. Click on Create new portfolio.

Create new portfolio

Step 3. Enter the name of your new portfolio (in this case we enter My Portfolio).

Step 4. Click on Submit button when done.

Create new portfolio - Enter the portfolio name

Step 5. Click on the drop-down arrow again to show your new portfolio list.

Create new portfolioo - Done

Feature available in:

  • Fundamental
  • Standard
  • Extra