Creating a Portfolio

In Stock Rover there are two types of portfolios:

1. Brokerage Linked Portfolios
2. Manual Portfolios

For manual portfolios there are three ways to create them:

1. Entering Positions
2. Entering Transactions
3. Importing a File with Positions or Transactions

Your account can contain any combination of brokerage linked and manual portfolios.

Creating a portfolio can be initiated from several places in Stock Rover. The easiest way is by selecting Portfolios in the Start Menu and then selecting the Create a New Portfolio action as highlighted in the screenshot below:

You can also right click on a Portfolio Folder to bring up a menu with the Create New Portfolio option as shown below:

Both cases will bring up the Create Portfolio window, which is the first step in Portfolio creation.

The Stock Rover help pages cover the details of each of the modes of portfolio creation. Follow the links below for each recipe:

• Linking to a Brokerage House
• Entering Positions
• Entering Transactions
• Importing from a File

You can also create percentage based portfolios and equal weight portfolios in Stock Rover. Follow the help links below for details of how to do this.

• Creating Percentage Based Portfolios
• Creating Equal Weight Portfolios