How do I create a portfolio?

Administrators only

You can create a portfolio for a new client or to add to an existing client

Here are the steps to create a portfolio:

1. Select create a portfolio
2. Select a base currency for your portfolio
3. Add portfolio custodians/accounts
4. Select Dividend payment type
5. Select a benchmark index for your portfolio
6. Select whether you wish to see asset classes by either Risk Asset Class or Instrument Type

An important point to remember:

• Dividend payment type depends on whether you will be entering the dividends you receive manually or receiving them as transactions from your broker, or whether you wish the platform to estimate what they are for you based on quantities you own