To create a Portfolio or Watchlist, you need to log into your account.
Step One: Go to the “Porfolios” page.
This will show you the list of Portfolio and Watchlists that you already have.
Step Two: Select the ‘create a New Portfolio’ link.
Step Three: Write the name for your new Portfolio - We recommend using a descriptive name, such as ‘Penny Shares’ if you are creating a portfolio of small cap companies.
Step Four: Click on Go.
This new portfolio will now show up in the list on the “Portfolios” page.
