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How do I create a new portfolio?

Written by Niklas Klamm

On the web, you have two options:

  • In the sidebar, open “Portfolios & views” and click “+ New” next to “Portfolios”.

  • Or click “Add activities” at the bottom right of your portfolio and then “New portfolio”.

Parqet creates the portfolio right away with the name “My portfolio” and then asks how you want to import your data. You can change the name and currency later via the “Settings” gear icon.

Open portfolio menu in the sidebar with the current portfolio and the option “+ New portfolio”

In the mobile app, tap the plus at the bottom right and select “New Portfolio”.

How many portfolios you can create depends on your plan. With Basic, you have 1 portfolio, with Plus 5 and with Investor 20 (see Pricing).

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