Portfolio page

 A general page that displays cards of all created portfolios, as well as cards for creating new ones. The page includes two types of cards:

• cards of existing portfolios
  
  
• cards for creating new portfolios

Portfolio card

 Each card displays the main current information about the portfolio:

• portfolio name
  
  
• date of the last structure update
  
  
• Portfolio value
  
  
• Total gain %
  
  
• Annualized yield
  
  
• number of unique instruments with an active position
  
  

Portfolio management is done via the additional menu (three-dot icon):

• delete portfolio
• edit portfolio settings
  
  

Clicking on a card opens the internal page of the selected portfolio.

Cards for creating a new portfolio

• Create new by hand — How to create a portfolio manually
• Add from Watchlist — How to create a portfolio from a watchlist
• Import CSV file — How to create a portfolio via transaction import

When selecting one of the cards, the corresponding creation dialog will open. Details are provided in the articles for each method.