2.2.1 Creating a Portfolio

To create a portfolio, you simply open the portfolio tab and click on add. As you see in the screenshot below, in the window to create a new portfolio you also have a summary of the existing portfolios, including adjusted free cashflow, Equity and Payout IRRs (always comparison vs reference version). You can add as many portfolios as your license allows for and you can always delete an existing portfolio. After having clicked on Add next to the Portfolios title, you can enter the name of your portfolio and have with that effectively created a new portfolio.