How to create a Goal / Strategy portfolio in MProfit?

Modified on Sun, 16 Jan 2022 at 12:37 AM

  1. Open the family in which you want to create a Goal / Strategy portfolio and click the dropdown. 

    Next click Add Portfolio.



  2. In the subsequent screen, enter the Portfolio Name and check the box for Strategy / Goal Portfolio.

    Then, choose the Type - either Strategy or Goal.


    Strategy example:


    Goal example:


  3. Finally click Save. Your Strategy / Goal portfolio will be created.







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