Portfolios: Overview

For a detailed walkthrough on creating a blank Model Portfolio, please see the video below.

To create a blank model portfolio:

1. Hover over Tools and select Portfolios
2. Select Create New at the top right
3. Select Blank Portfolio 
4. Select a portfolio type
5. Complete the fields at the top of the Portfolio Editor page
6. Enter the holdings and their dollars, shares, or weights at the bottom of the page
7. Select Update on the right side
8. Select Save at the top right