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Adding A New Portfolio

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Please see the details on understanding portfolios here (Understanding Portfolios) before creating a separate one as it may not be needed in every situation. 

If you have properties that you would like to keep in a separate portfolio, you can create one by following these simple instructions below:

Navigate to My portfolio (top left) > Green Manage button > click on the green + top right corner and complete the details > Save

Portfolio Title - The name of your portfolio 

Ownership Type - Private or Company 


Contact name - Who is the owner 

Ownership - *This is optional enter an percentage figure   

ADD NEW OWNER - Click to add more owners if there are more than one and enter their details 

Financial Settings 

Accounting State date - Date you wish the accounting to start 

Financial year end - End of your tax year 

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