You can create/view portfolios within Portfolio Builder (As seen in article Portfolio Builder - Creating a Portfolio) or within Investment Pathways.
This article will take you through the Investment Pathways area.
Click into the portfolio to view details:
New portfolios can be added through the 'New' link on the top of right of either Model or Bespoke portfolios:
For further information on creating a portfolio, see article Portfolio Builder - Creating a Portfolio.
