How do I create a new portfolio?

 

To create a new portfolio within the Live Curves Table, use the +New Portfolio button within the header tabs.

Once selected you'll be asked to name the portfolio and select the tick icon to save.

You can then select Add product where you will search or filter and select the products you'd like to see within your new portfolio.

When you've finished select the blue save button to complete.

Recording 2023-01-31 at 14.20.27