How to create and manage portfolios

Accessing Portfolio Feature:
- When the portfolio feature is enabled, it will appear in the sidebar under “Trading” along with the “Trades” and “Portfolio” menu item.
- Access the “Trading Fields” in the admin settings to configure trading fields.
Creating a Portfolio:
- Create a new portfolio by giving it a name, description, and selecting subscription preferences.
- Go on the front end and add positions to the portfolio by entering the symbol, entry date, entry price, comments, and optional alerts.
- Publish the trade to add it to the portfolio.
Customizing Trading Fields:
- Create custom trading fields like “Current Price” or “Risk Level” in the trading fields settings.
- Associate these custom fields with the portfolio by selecting them in the portfolio settings.
Managing Portfolio Data:
- Reorder and customize the display of trading fields in the portfolio view.
- Update portfolio data by editing positions, adding exit prices, and performance charts.
- Use calculated fields to automatically calculate performance metrics based on entry and current prices.
Automated Alerts (Only when using a data provider):
- Set up automated alerts based on price triggers if connected to a data provider.
- Contact the provider for assistance in setting up automated alerts.

Accessing the Categories Section To add a new category to your content, follow these initial steps: Creating a New Category

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