- Open the family in which you want to create a Goal / Strategy portfolio and click the + dropdown.
Next click Add Portfolio.
- In the subsequent screen, enter the Portfolio Name and check the box for Strategy / Goal Portfolio.
Then, choose the Type - either Strategy or Goal.
- Finally click Save. Your Strategy / Goal portfolio will be created.
How to create a Goal / Strategy portfolio in MProfit? Print
Modified on: Sun, 16 Jan, 2022 at 12:37 AM
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