Watch vs. Investment Portfolios
A portfolio is a collection of stocks. mPortfolio uses the term "stock" to refer to a number of different asset types. Stocks can be shares in a company, mutual funds, ETFs, etc... Portfolios are a collection of these different types of "stocks".
You can open the create portfolio form by right clicking on the portfolio list and selecting "New Portfolio..." or by selecting the main application menu "Portfolio --> New Portfolio...".
Complete the fields on the form and click save.
To edit an existing portfolio. Select the "Edit Portfolio..." menu option on the popup menu or main application menu bar. You can also double click on the portfolio in the portfolio list to bring up the edit window.
mPortfolio allows you to make an exact copy of a portfolio. This is done by selecting the portfolio that you wish to duplicate and then choosing the "Duplicate Portfolio" menu option on the popup menu or the main application menu bar.
To remove a portfolio, select it and then choose "Delete Portfolio" on the popup menu or the main application menu bar. Please note that this action is not reversible. Once a portfolio has been deleted, it can not be recovered.