Fig 1.1
When you first register for a Aberdeen portfolio you are automatically set up with a blank (completely empty) portfolio called “Main”.
You now have a number of options, you can start to build you portfolio using this portfolio name by adding new items, rename your portfolio to a name that suits you better or create a new portfolio.
To create a new portfolio start by clicking ‘Create New’ within the portfolio navigation bar (see fig 1.1).
Fig 1.1
This will then activate a pop-up window (see fig 1.2) which will allow you to enter a free-text portfolio name of up to 20 characters including spaces.
Fig 1.2
Once you are happy
with your new portfolio name, click the ‘ok’ button within the pop-up
window. A new portfolio will now have been set up with your desired name.