The New Portfolio Setup Wizard allows you to easily add a new portfolio to Trader68. The New Portfolio Setup Wizard contains one screen:
Choose Account for Portfolio
The New Portfolio Setup Wizard is accessible by the Manage menu under Setup New System.
The Choose Account for Portfolio screen allows you to choose under which account your new portfolio will be created.
o Portfolio Name
The Portfolio Name indicates the name of the new portfolio being created.
After naming the portfolio, press the Next button, which will take you to the New System Setup Wizard.