Inovestor Tutorial : How to create a Portfolio? – My Portfolios Function

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’s or prospect’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.

This tutorial is available on our Help Center, under our User Guides section, or directly here.

If you wish to have a personalized training, do not hesitate to contact our customer service. It will be our pleasure to help you. 


The Inovestor Team