Adding a new portfolio in Delta is easy.

Just access the portfolio management section by clicking the icon in the top right corner.

Here you will see a button called [ + New ], click it and you can now input your desired name for the portfolio and finish it all off by clicking Create.

You are now able to select your newly created portfolio and are ready to add your transactions and/or connections.

PRO TIP: This is also where you can choose the sorting of portfolios, delete portfolios and check the portfolio settings.

PRO TIP 2: To understand your portfolio head HERE.