Create new portfolio

You can create multiple portfolios. To create a new portfolio:

1. If you haven't opened an "Watchlist" widget in your private dashboard yet, then open the Widget Gallery, and then search for the "Portfolio" widget.
2. In the "Portfolio" widget, open the first drop-down list in the corresponding folder and select "New portfolio" in the upper part of the list.
3. In the "New portfolio" dialogue window that appears, enter a unique name in the "Portfolio" field, and then select the portfolio currency from the drop-down list.
   

   

4. Confirm the changes with the "Save" button.
   The portfolio with the selected name is created and shown in the widget. Now, you can add securities to this portfolio (that is, record purchase transactions).
   
   

To create your portfolios in a custom folder structure, create the corresponding folders and there the new portfolios by clicking the "New portfolio" command on the corresponding level of the menu.

You can quickly generate new portfolios from result lists of the general search, the screener or also from corresponding vwd pages. For more information, see Create instruments from Screener as new portfolio or Create securities from vwd page as a new portfolio. In addition, you also have the option, for example, to import previously exported portfolios or appropriately formatted CSV files as new portfolios. For more information, see Import portfolio.