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  2. Investment firm management

How to create a (new) investment firm (portfolio)?

Ledgy allows you to create different investment firms so you can organize and manage your investments however you want.

1. Go to your Home page, click on Investment firms, and select Create New.

2. Enter the needed information

3. You will land in the newly created investment firm where you can add companies (companies that you have admin or owner access to - if this option does not show up, it means that these either do not exist or you have already added the available ones to the portfolio).