Creating a New Portfolio
Go to Portfolios and click the "New Portfolio" button. You will need to provide:
- Name — A descriptive name for your portfolio (e.g., "Tech Growth", "Dividend Income")
- Base Currency — The currency for displaying total values (USD, EUR, GBP, etc.). Holdings in other currencies will be automatically converted using live FX rates.
Portfolio Actions
On the Portfolios list page, click the three-dot menu on any portfolio card to access:
- Edit — Change the portfolio name or base currency
- Duplicate — Create a copy of the portfolio with all its positions
- Delete — Permanently remove the portfolio and all its data
Portfolio Limits by Plan
| Plan | Portfolios | Positions per Portfolio |
|---|---|---|
| Free | 2 | 15 |
| Pro ($9/mo) | 10 | 50 |
| Premium ($19/mo) | 50 | 250 |
Multi-Currency Portfolios
You can hold stocks from any global market in a single portfolio. If your portfolio's base currency is USD but you add a stock listed in EUR, the app automatically fetches the live EUR/USD exchange rate and converts the value. FX rates are displayed in the portfolio detail view.