Creating a portfolio is a single-field affair: pick a name, click Create, and a new empty portfolio shows up in your list. There are two places to start the flow — the portfolio selector at the top of the app, and the Portfolios tab in Settings — and they both end at the same modal.
This article walks through both, plus the small handful of things worth knowing before and after you press the button.
If you're not sure whether you actually need a second portfolio, see What a portfolio is for the short version of when one is enough and when two starts to make sense.
Before you start: the per-tier cap
Portfolio capacity is set by your subscription tier:
Starter: 1 portfolio. The default you already have is your only one.
Pro: Up to 3 portfolios.
Premium: Up to 10 portfolios.
If you're on Starter, the + New Portfolio button isn't available — there's nowhere for a second portfolio to go without bumping into the cap. The upgrade path lives in Settings → Subscription, and the full breakdown is in Portfolio limits explained.
If you're on Pro or Premium and below the cap, you're good to go.
Two places to create a portfolio
Both paths land in the same modal and produce the same result. Pick whichever you're closest to.
From the portfolio selector in the top nav
The portfolio selector sits at the top-left of every page in the app. Click it to drop the list of your existing portfolios, and choose + New Portfolio from the bottom of the menu. The modal opens immediately.
This is the quickest path if you're already mid-flow somewhere in the app and realize you want a separate portfolio for what you're about to record.
From Settings → Portfolios
The longer route, but the right one if you also want to see what you've already got. Go to Settings → Portfolios and click + New Portfolio at the top-right of the "Your Portfolios" card.
The tab also shows your current usage against the cap — "2 of 10 portfolios used," "1 of 3 portfolios used," and so on — so you can see at a glance how much headroom you have.
Naming your portfolio
The modal has exactly one field: Portfolio name. The Create button stays disabled until you've typed something.
Names are free-form text. There's no theme to follow, no character class to worry about. The names that tend to age well are the ones that describe the purpose of the portfolio, not its contents — your contents change, the purpose usually doesn't. A few examples that read clearly in the selector:
Household (joint holdings with a partner)
Family Trust (assets held in a trust or LLC)
Vault Box (a safe deposit box specifically)
Long-Term Stack (the core position you don't trade)
You don't need to commit forever. Renaming is one click on the Settings → Portfolios tab — see Renaming a portfolio.
Click Create and the modal closes.
After it's created
A few things to know about the state of a freshly-created portfolio:
It's empty. No transactions, no inventory — just the container. The numbers on the Dashboard, Holdings, and Analytics pages will all be zero until you record something into it.
It isn't the default. Your existing default stays your default. The new portfolio will only receive new transactions when you have it selected at the top of the app, and it'll receive any items rescued from a deletion only if you promote it to default first. See [Renaming a portfolio] for how to change the default (the same Settings tab handles both).
You need to switch to it to use it. Open the portfolio selector at the top-left and pick the new portfolio. From that point on, anything you record — purchases especially — lands inside it.
The selection persists across pages and across sessions, so once you've picked the new portfolio you can stay in it as long as you like. When you want to come back to the original, the selector is right where you left it.
Where to go next
Switching between portfolios: The longer version of the selector, including the All Portfolios roll-up.
Renaming a portfolio: Including how to change which portfolio is the default.
Deleting a portfolio: What happens to the contents, and why the default can't be deleted.
Portfolio limits explained: The per-tier caps and how to upgrade if you've hit yours.