Creating Your First Portfolio
Step 1: Navigate to Portfolios
Go to Portfolios from the top navigation or press P on your keyboard.
Step 2: Create a New Portfolio
Click the "+ Create Portfolio" button in the top-right corner.
Step 3: Configure Portfolio Details
| Field | Description |
|---|---|
| Name | Descriptive name (e.g., "Retirement IRA", "Growth Portfolio") |
| Description | Optional notes for your reference |
| Currency | Base currency — USD, EUR, GBP, CAD |
| Benchmark | Comparison index — SPY, QQQ, DIA, IWM |
| Cash Balance | Starting cash position |
Step 4: Add Holdings
After creating the portfolio, click "Add Holding":
- Enter the stock symbol (e.g., AAPL, MSFT, GOOGL)
- Enter the number of shares
- Enter your average cost basis per share
- Click "Add"
The system automatically fetches: current price, sector, dividend data, beta, and more.
Step 5: Explore Your Analytics
Your portfolio now shows on the Dashboard with:
- Total value and daily/overall gain/loss
- Performance charts (1D to ALL timeframes)
- Sector allocation pie chart
- Risk metrics (beta, Sharpe ratio, volatility)
- Top gainers and losers
Pro Tips
- Create separate portfolios for different strategies (Retirement, Growth, Income)
- Set the right benchmark — analytics compare against this index
- Keep cash balance updated for accurate allocation percentages
- Use Compare Portfolios to see them side by side