You can use system or custom Portfolios throughout the Symbolik application to follow the names you value most. Clicking on the portfolio icon on the side toolbar will display your custom portfolios (under the “Custom” header) as well as a list of widely followed market indices (under the “System” header). The indices with a “Cboe BZX” label next to it contain securities that trade on the Cboe-BZX exchange and display real-time data in your charts.

How to Create a Custom Portfolio

1.  Click on the “+” symbol on the top right of the Portfolio panel.
   
   
   
   
2.  After clicking on “+”, a window titled “New Portfolio” will appear. In this window, you can assign a custom name for your portfolio.
   
   
   
   
3.  In the “New Portfolio” window, you can specify the list of securities or custom expressions you want included in your custom portfolio. There are 2 options to add securities: Manual or Copy/Paste.
   
   
   • Manual:  If “Manual” is selected, you can type the security ticker or name or type a custom expression in the Chart Search box and select your option from the autocomplete dropdown. You can also import the constituents from a default portfolio by clicking on the    icon to the right of the Chart Search box.
     
     
     
     
   • Copy/Paste:  If you have a list of ticker symbols in a separate file (.csv, .txt, .xlsx, etc.), you can use the “Copy/Paste” option and import the list of symbols into a custom portfolio. Ticker symbols can be copied and pasted using the following formats:
     
     

     Comma Separated:	A,B,C,D,E
     Pipe-Delimited:	A|B|C|D|E
     New Line:	A
     	B
     	C

     
     
     
     
4. After you have input your custom portfolio name and included all the security tickers, click on the “Save” option at the bottom right. Your newly created custom portfolio will then appear under the “Custom” header in the Portfolio side panel.