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