How to create a Strategy/Goal portfolio in MProfit?

Modified on Thu, 30 May 2024 at 06:33 PM


In this tutorial, we will explain how you can create a strategy and goal portfolio in MProfit.


To create a strategy and goal portfolio, you need to select the tick box while creating a portfolio. This is different from a normal portfolio.


Follow the step-by-step guide below:


Step 1:  Login to your MProfit account and click the (+) button.


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Step 2: Click Add Portfolio from the drop-down list.  

 

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Step 3: Enter the Portfolio Name.


Select Strategy / Goal Portfolio by ticking the box.


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Step 4: Select the portfolio Type as Strategy or Goal.


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Step 5: Click Save.


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You can find your created Strategy/Goal portfolio on the left-hand side of your MProfit summary screen.


Remember, if you want to analyze stocks strategically, choose a strategy portfolio. Alternatively, if you want to allocate stocks toward a predefined goal, opt for a goal portfolio.


This is how you can seamlessly create a Strategy / Goal portfolio in MProfit!

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