How do I create a new view or edit an existing view for my portfolio or watchlist?

1. Click Your portfolio
2. select + Create new view
3. Name your custom view
4. To add a data point to your custom view, click on a category in the left column and then click on the column you wish to add in the right column. The data points highlighted in the right column will be the items that appear in your custom view
5. Complete for each asset class
6. Click Save View

To edit a custom view

1. Hover over the view you wish to change and click the pencil icon
2. Click on a category in the left column and then select or deselect a data point in the right column. The data points highlighted in the right column will be the items that appear in your custom view
3. Complete for each asset class
4. Click Save View

Want help using the Portfolio tool and other features on FT.com? Book a free phone consultation at a time convenient for you here.