How to create a portfolio manually
To create a portfolio by manually adding all transactions, follow these steps:
- Go to the portfolio page.
- Select the Create new by hand card.
After clicking, a pop-up window with the settings for the new portfolio will appear.
Fields to fill in:
- Portfolio name — name of the portfolio. You can enter up to 128 characters. Portfolio names may be identical.
- Currency — portfolio currency. All asset values will be automatically converted into this currency if they are traded in another one. Cash holdings are also accounted for in the portfolio currency.
- Risk-free rate — the risk-free rate of return. This is the theoretical annual return that can be earned with zero or minimal risk. Typically, it may be based on bank deposit rates, the key interest rate of the main investment country, or long-term government bonds. Read more in What Is the Risk-Free Rate of Return? — Investopedia It is used in the calculations of the Sortino and Sharpe ratios.
- Benchmark — market performance benchmark. Allows you to compare your portfolio's performance against a market reference. We recommend using an index or a fund corresponding to your portfolio's market or sector as a benchmark. Learn more in the related article.
- Description (optional) — portfolio description. This field may be left empty. Maximum length — 1200 characters.
After filling in all fields, click Create — the internal page of the portfolio will open.
The portfolio is created! What's next?
Now you need to add transactions to the newly created empty portfolio to see metrics — more on this in the article.