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How to create a portfolio?

To create a new portfolio, click "Create Portfolio" on the toolbar:



In the dialog box, enter portfolio name, creation date, and the amount of initial investment:



You can also create a portfolio using any archive date. Note that portfolio creation date must precede or be the same as the date of subsequent bond purchase. The initial investment amount can be specified in any currency. After you click "Create", portfolio creation date and the initial investment amount will be displayed on the page (field "Portfolio Value" and "Available Funds"):



After creating a portfolio, one can go to buying bonds.

More information on Bond Portfolio is provided in the User Guide .
Go to portfolio management service.
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