How do I create a PMS portfolio in MProfit?

Modified on Tue, 10 Sep at 10:14 AM

In this tutorial, we will explain how to create a PMS portfolio in MProfit.

To monitor the performance of a PMS investment in MProfit, you can set up a PMS portfolio.

Within this portfolio, you can import and effectively track the performance and other important metrics for the PMS.

Here are the steps to create a PMS portfolio in MProfit

Step 1: Login to your MProfit account and click Add Portfolio on the left side of the summary screen.

Step 2: Enter the Portfolio Name (short) and then the Full Name for the PMS portfolio.

For example, if the PMS name is Buoyant Opportunities and the investor's name is Ajay, you can name the PMS portfolio Buoyant Opportunities - Ajay.

Step 3: Next, click the PMS Portfolio checkbox.

Step 4: After selecting, click Save.

Step 5: Your PMS portfolio has been successfully created.

You can now proceed to import your investment data by following the steps outlined in the guide below:

How can I import my PMS transaction statement to MProfit?

This is how you can create a PMS portfolio in MProfit!