How to open a new portfolio
Log in to Sharesies.
Select ‘'Open another portfolio’' using one of the following methods:
Go to Explore > Open another portfolio
From your original portfolio, select Manage > Open another portfolio.
Enter a portfolio name.
Choose an image for your portfolio.
Tap ‘Create portfolio’.
That’s it—your new portfolio is ready to go. You can currently open up to 50 portfolios.
What to do next
A new portfolio is empty to start with. To get going, you could:
move investments from another one of your portfolios.
transfer investments you already own into Sharesies.
buy investments into the portfolio.
manage the portfolio’s settings, like auto-invest or dividend reinvestment—see Manage a portfolio.
You can change the name and image whenever you like by going to Manage > Edit name and image.
