Add a Portfolio

A portfolio in Navexa can be used in a variety of ways.

Usually you would use a portfolio per tax entity. For example you may have one portfolio for yourself, one for your spouse and one for an SMSF.

However you can use them to split holdings by broker, or asset type e.g. a crypto portfolio and a stocks portfolio.

To add a portfolio to your account, follow the below steps.

Step 1: Go to the 'Manage Portfolios' page.

You can get to this page by clicking the cog icon next to the overview link in the left navigation menu.

Step 2: Click the 'Add Portfolio' button.

On the top right of the Manage Portfolios screen you will see an 'Add Portfolio' button.

Step 3: Fill in the details for the new portfolio.

Step 4: Click 'Save' when ready to add the portfolio.

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