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Open a new portfolio

Learn how to open another investment portfolio, and your options for adding investments.

Written by Sharesies Help

How to open a new portfolio

  1. Log in to Sharesies.

  2. Select ‘'Open another portfolio’' using one of the following methods:

    1. Go to Explore > Open another portfolio

    2. From your original portfolio, select Manage > Open another portfolio.

  3. Enter a portfolio name.

  4. Choose an image for your portfolio.

  5. 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:

You can change the name and image whenever you like by going to Manage > Edit name and image.

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