{"id":38536,"date":"2018-03-28T17:18:00","date_gmt":"2018-03-28T17:18:00","guid":{"rendered":"https:\/\/wp2.inovestor.com\/2018\/03\/inovestor-tutorial-how-to-create-a-portfolio-my-portfolios-function\/"},"modified":"2022-07-06T21:18:51","modified_gmt":"2022-07-06T21:18:51","slug":"inovestor-tutorial-how-to-create-a-portfolio-my-portfolios-function","status":"publish","type":"post","link":"https:\/\/www.inovestor.com\/en-ca\/2018\/03\/inovestor-tutorial-how-to-create-a-portfolio-my-portfolios-function\/","title":{"rendered":"Inovestor Tutorial : How to create a Portfolio? &#8211; My Portfolios Function"},"content":{"rendered":"<p><span style=\"font-size: 10.5pt; font-family: Arial, sans-serif; color: #666666; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;\">In order to enhance your experience on the Inovestor For Advisors platform, our team has made several changes to the <strong>My Portfolios<\/strong> <strong>function<\/strong>.<\/span><\/p>\n<p>The new version of the feature is now available on our platform. We have created a tutorial that will help you easily build your client&#8217;s or prospect&#8217;s portfolios in a matter of time. Through this tool, you may analyze stocks, ETF, mutual funds and evaluate their economic performance to make sound investment decisions.<\/p>\n<p><span style=\"font-size: 10.5pt; font-family: Arial, sans-serif; color: #666666; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;\">This tutorial is available on our <strong><a href=\"https:\/\/inovestor.desk.com\/\" target=\"_blank\" rel=\"noopener\">Help Center<\/a>,<\/strong> under our User Guides section, or directly <strong><a href=\"https:\/\/www.youtube.com\/watch?v=eImX6G6l-_w&#038;t=1s\" target=\"_blank\" rel=\"noopener\">here<\/a><\/strong>.<\/p>\n<p><\/span><\/p>\n<p><span style=\"font-size: 10.5pt; font-family: Arial, sans-serif; color: #666666; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;\">If you wish to have a personalized training, do not hesitate to contact our customer service. It will be our pleasure to help you.\u00a0<\/span><span style=\"font-size: 10.5pt; font-family: 'Arial',sans-serif; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin; color: #666666; mso-ansi-language: EN-US; mso-fareast-language: EN-US; mso-bidi-language: AR-SA;\"><\/p>\n<p><\/span><\/p>\n<p>\u00a0<\/p>\n<p><strong><span style=\"font-size: 10.5pt; font-family: Arial, sans-serif; color: #666666; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;\">The Inovestor Team<\/span><\/strong><\/p>\n<p><span style=\"font-size: 10.5pt; font-family: Arial, sans-serif; color: #666666;\">\u00a0<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>In order to enhance your experience on the Inovestor For Advisors platform, our team has made several changes to the My Portfolios function. The new version of the feature is now available on our platform. We have created a tutorial that will help you easily build your client&#8217;s or prospect&#8217;s portfolios in a matter of [&hellip;]<\/p>\n","protected":false},"author":14,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[15],"tags":[164,223],"class_list":["post-38536","post","type-post","status-publish","format-standard","hentry","category-products","tag-inovestor","tag-portfolio"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v24.3 (Yoast SEO v27.1.1) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Inovestor Tutorial : How to create a Portfolio? - My Portfolios Function - Inovestor<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.inovestor.com\/en-ca\/2018\/03\/inovestor-tutorial-how-to-create-a-portfolio-my-portfolios-function\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Inovestor Tutorial : How to create a Portfolio? - My Portfolios Function\" \/>\n<meta property=\"og:description\" content=\"In order to enhance your experience on the Inovestor For Advisors platform, our team has made several changes to the My Portfolios function. 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