How do I add a new portfolio with the new version?

adriandr · February 9, 2023, 2:10am

Hi, how do I add a new portfolio with the new version in the app? It used to be when u click on the portfolio button, we could add portfolio but now the portfolio menu only consists of current created portfolios and no feature to add any new ones. Thanks

evankoh · February 9, 2023, 3:35pm

Ah… You are right. That feature is not there

I would need to add it. For now, you need to use desktop

evankoh · February 19, 2023, 7:54am

Done! Please ensure that you are on v3.1.23 to verify.

careyloh · January 2, 2025, 1:10pm

Hi How do u do this on Desktop. I have been looking ard for 30+ min and still can’t add another portfolio.

Thks

evankoh · January 2, 2025, 10:31pm

Hi there,

It is on this page → Add/Edit Portfolio - StocksCafe

Basically, if you click on the Portfolio dropdown, you can see the “Add/Edit Portfolio” at the bottom.

Cheers,
Evan