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The Portfolio Management option, from Settings - Applications - Portfolios, allows you to manage your account application portfolios.

 

Add a new portfolio

Click the Add button and a new pop-up window will show up. This new screen is divided into three sections:

Group of portfolios

How you want to name the new portfolio group.

Description

You can write a brief description of the use you will give to the new portfolio group.

Portfolios

It is a multiple field that allows you to enter new portfolio values in the textboxes. Click on the Add button to create it. You can set identical values to different portfolios. Symmetrically to add button, the Delete button removes existing values. Kiuwan will ask for confirmation and you will have to indicate whether if you want to remove the historical data associated to these portfolios or not.

 

Edit a portfolio

You can add new values or remove existing ones by using the right combo box for each portfolio group.

 

 

Delete a portfolio

The Delete action allows you to delete a portfolio group.

 

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