How to Create a New Portfolio in Lending Club

This process will show you how to create a new portfolio in Lending Club.

Step-by-Step Instructions:

1. First, click on “Holdings”.

Image Link: https://www.screencast.com/t/a1LFvCSTt 

2. Then, click Portfolios,

Image Link: https://www.screencast.com/t/4nYCJhujCm 

3. After that, click on “Add New Portfolio”.

Image Link: https://www.screencast.com/t/twqiRxWz

4. Once you click on “Add New Portfolio” button, a window will pop out where you can put the name of the portfolio you’re creating.

Note: Use a specific format in creating a portfolio. Lending club platform is not accepting a “$” sign.  The format should look like this: Flip 1 - (flip amount)

E.g 

Flip 1 - 10,000

Once done, click “OK”. 

Image Link: https://www.screencast.com/t/SWq7YBSlZisZ 

5. A window will pop up again to let you know that the new portfolio has been created, just click “OK” to exit. 

Image Link: https://www.screencast.com/t/6uRESPhKq