Portfolio Manager and multiple portfolios

4yr ago

By Tom Wilson · 2 Sep 2020

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By Tom Wilson ·
2 Sep 2020

Share this article

4yr ago

Question

I have two different portfolios.

1. My Self Managed Super Fund

2.Personal investments outside the fund.

Can I put separate portfolios in my account. - Submitted by Margaret

Answer

Hi Margaret,

Yes, you can have multiple portfolios in the Portfolio Manager with different goals to match each one.

To add a new portfolio, open the Portfolio Manager by clicking 'MyPortfolio' from the black bar at the very top of the page.

Then, as the screenshot below shows, click on the 'Setting' gear or cog, choose New Portfolio.

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