Creating your first portfolio

What a portfolio is

In Quaderno, every trade lives inside a portfolio, and every portfolio belongs to an account. Think of the account as the brokerage or prop‑firm balance, and portfolios as the way you slice the activity within that account into books that make sense to you.

You might use separate portfolios to keep your day‑trading and swing‑trading separate, to isolate a single strategy, to ring‑fence a challenge or funded account, or simply to keep things tidy. Because trades are tagged to a portfolio, that grouping flows through to your stats and breakdowns — letting you see how each book is performing on its own rather than as one blended number.

You don't have to set anything up to get started: every account is created with one default portfolio, and any trade you log is bucketed there unless you choose another. Many traders never need more than that default — but it's worth opening it to confirm the name matches how you think about your book, and adding more portfolios the moment you want to separate your activity.

How to create a portfolio

1. Open Accounts. From the left sidebar, go to Accounts.
2. Select the account the portfolio should belong to. This opens the account's detail page.
3. Open the Portfolios tab. Along the top of the account you'll see tabs — click Portfolios. The tab shows how many portfolios the account already has (it starts with one default).
4. Click “+ New Portfolio.” An inline editor appears.
5. Fill in the details:
   • Name — what this book is, e.g. Swing, Scalps, or FTMO Challenge.
   • Color — pick a swatch so the portfolio is easy to spot at a glance across the app.
   • Default — tick this if new trades on the account should land in this portfolio by default. (Each account always keeps exactly one default — setting a new one moves the flag.)
6. Save. The new portfolio appears as a card in the grid, ready to receive trades.

Tips

• Confirm your default first. Before adding new portfolios, open the existing default and rename it if “Default Portfolio” isn't meaningful to you — it's already doing the work of holding your trades.
• The default can't be removed. You can delete extra portfolios you no longer need, but an account always keeps one default so there's never a trade with nowhere to go.
• Start simple. One portfolio per account is perfectly fine. Add more only when you have a real reason to separate the activity — it's easy to do later, and you can move trades between portfolios as your organization evolves.