How to Create a Portfolio

There is a portfolio function in StocksCafe and a user can create multiple portfolios. The creation of multiple portfolios allows you to track each portfolio’s individual performance and also look at the collective performance of all the portfolios as a whole.

How to create a portfolio and then add stocks to it

  1. First click on Portfolio from the dropdown menu
  2. Next, click on the All button and then click on Add/Edit portfolio
  3. Input the name of the portfolio which is meaningful to you and click on Add
  4. Repeat step 1 to go back to the portfolio screen
  5. Click on the + Add New Transaction button to input the transaction details
  6. Remember to choose the correct portfolio and you are good to go

 Tutorial contributed by caulinez.

Updated on 2 January 2022

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