How do I create a new portfolio? 07 October 2020 23:10 Updated To create a new portfolio, log in and go to the Generator Select the orange button "Add Portfolio" and follow the steps to add a new portfolio. Related articles How do I manage the holdings in my portfolio? How do I add a transaction to my portfolio? How do I set the opening balance of my portfolio? How do I edit a transaction in my portfolio? Where do you get your data?