​Adding a New Portfolio

How do I add a new portfolio?​

Wevest

Last Update hace 2 años

To add a new portfolio:

  1. Navigate to the Portfolio section in the app.
  2. Click on the “+ Add Portfolio” button.
  3. Enter the portfolio name and select the currency.
  4. Save your changes, and the portfolio will appear in your dashboard.

💡 Tip: You can create multiple portfolios to separate investments (e.g., personal and business).

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