How do I create a portfolio?

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How do I create a portfolio?

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Our portfolios retrieve your trade data via MetaTrader4/5 servers. Use them to share your trade data with others or track your trading activity. Please note that you can register up to three portfolios per account.

Please follow the steps below to create a new portfolio.

Step 1

After logging in to Client Manager, open the left sidebar and choose "Create" under "Portfolio".

After logging in to Client Manager, tap the 3 lines icon in the top left corner and choose "Create" under "Portfolio".

Open the new portfolio page
Open the new portfolio page

Step 2

Choose the trading platform of your account from (1) MetaTrader4 or 5, and (2) the server. Next, enter your (3) account ID and (4) password. After filling in all the fields, tap (5) "Check".

Choose the trading platform of your account from (1) MetaTrader4 or 5, and (2) the server. Next, enter your (3) account ID and (4) password. After filling in all the fields, tap (5) "Check".

Create a portfolio 1
Create a portfolio 1
Tip Tip

The server field will show you suggestions as you type your server name.

Step 3

When the message "Server connectivity checked" appears, click "Next".

When the message "Server connectivity checked" appears, tap "Next".

Create a portfolio 2
Create a portfolio 2

Step 4

On the confirmation page, make sure that everything is correct and click "Register".

On the confirmation page, make sure that everything is correct and tap "Register".

Create a portfolio 3
Create a portfolio 3

Step 5

It will take about a minute to retrieve the data from the MT server. Once the message "Trade data has been retrieved successfully!" appears, click "View your portfolio".

Trade data has been retrieved
Trade data has been retrieved

The following email will be sent to you.

Subject:【Myforex】Your portfolio has been registered

Portfolio registration email
Portfolio registration email
Tip Tip

If it takes more than one minute to retrieve trade data, a message will pop up. You will be notified by the above email after the data retrieval is complete. Proceed to the next step after receiving the email.

Sync trading data
Sync trading data

Step 6

On (1) the portfolio settings, choose your (2) account type and (3) trading style and click (4) "Update". Then check your (5) portfolio name and (6) portfolio description and edit them if necessary. Once finished, click (7) "Update".

On (1) the portfolio settings, choose your (2) account type and (3) trading style and tap (4) "Update". Then check your (5) portfolio name and (6) portfolio description and edit them if necessary. Once finished, tap (7) "Update".

Create a portfolio 4
Create a portfolio 4

Step 7

Next, on (1) the visibility settings page, set your portfolio visibility. Choose (2) "Public" or "Private". If you choose "Public", also choose (3) "Visible to all users" or "Visible only to Myforex users". Click (4) "Update".

Next, on (1) the visibility settings page, set your portfolio visibility. Choose (2) "Public" or "Private". If you choose "Public", also choose (3) "Visible to all users" or "Visible only to Myforex users". Tap (4) "Update".

Create a portfolio 5
Create a portfolio 5

Step 8

After the portfolio is registered, you will receive the message "Portfolio information has been updated" at the top of the page.

Registration completed
Registration completed

作成日

Created

：2023.07.31

最終更新

Last updated

：2024.11.05

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Popular related questions

  1. How do I create a portfolio?
  2. I want to delete my portfolio.
  3. How many portfolios can I create on Myforex?
  4. The MT4/MT5 server or password registered on my portfolio has changed.
  5. I want to change the portfolio name.
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