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
Owners:-
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
