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How do I add another portfolio?
How do I add another portfolio?
Riley Ellett avatar
Written by Riley Ellett
Updated over a week ago

To add another portfolio, tap the portfolio selector icon (top left above portfolio holdings overview) to open the menu. Then tap 'New' at the bottom of the screen.

PRO TIP: There is a 50-character limit on the portfolio's name. You cannot make a portfolio with a name longer than 50 characters.

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