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Steve2

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Posts: 750

Joined: 10/11/2012
Location: Annapolis, MD

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Subject : RE: How Does One Create A User -Created Portfolio
Posted : 1/6/2014 8:35 PM
Post #28847 - In reply to #28844
Under My OmniVest, click on the Strategies link. Enable the strategies you would like to include in your new portfolio. Then click Save As New Portfolio. The default portfolio name will be My Custom Portfolio but you can edit that before you save it. Your new portfolio will then appear on the Portfolios page.

Steve
Deleting message 28847 : RE: How Does One Create A User -Created Portfolio


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