Help Centre - ShareInvestor.com

Portfolio

Manage Your Portfolio - Create New Portfolio

Step 1. Hover your mouse cursor over the "Your Portfolio" section.

Create new portfolio - Hover Your Portfolio

Step 2. Select the "Create/Delete/Manage Portfolio" option.

Create new portfolio - Click on Create/Delete/Manage Portfolio

Step 3. Click on "Edit" on the top right corner.

Create new portfolio - Edit portfolio

Step 4. Click on "+" on the top right corner.

Create new portfolio - Add counter

Step 5. Fill in your portfolio's name and details. After which, click "Save".

Create new portfolio - Fill Details and Save

Step 6. Mouse over the Portfolio field again to view your new portfolio list.

Create new portfolio - Mouse over Your Portfolio to view newly added portfolio