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Posts: 40

Joined: 1/5/2014

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Subject : How Does One Create A User -Created Portfolio
Posted : 1/6/2014 7:39 PM
Post #28844
I am just starting with Omnivest and fear that I must show my stupidity.

How does one create their own portfolio? I do not see anywhere on the "Potfolios for Account: XXXX" page where one can create a fresh/blank portfolio.

Does one have to start from one of the "canned" portfolios, change it, and then hopefully save it as a different name (without changing the original portfolio, I hope)? (I am hesitant to do this for fear of changing one of the preset folio default values and not being able to recover it for future reference.

Thanks.
Deleting message 28844 : How Does One Create A User -Created Portfolio


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