Create a new portfolio

Pro and Corporate subscribers can own several portfolios. A portfolio is a collection of transactions — uploaded automatically via your IBKR connection or manually — on which IBviz computes performance, risk, and composition metrics.

Steps

• Click on the portfolio name field at the top of the page.
• Click the + sign.
• In the pop-up window, select Create new portfolio, enter a name, choose a base currency, then click the confirm button.

That's it, you are all set!