How to Add a Portfolio

After logging into the site, you will be promptly taken to the portfolio tab. Here is where you will find all your investment tools. To add a portfolio, you can either click on the Go there link under the portfolio tracker box or you can go to the portfolio tab and select portfolio summary.

On the portfolio summary page, you can easily add as many portfolios as you wish. Create multiple portfolios for all the different types of accounts you wish to manage separately. On the right hand side, click on the Add Portfolio link. This will open a separate window on the page, prompting you to name your portfolio. After naming your portfolio and adding it, the page will refresh showing your newly created portfolio.

Repeat steps to create multiple portfolios.