Create a new Account

How can I create a new account?

Only users with admin rights can create new accounts. Therefore, you must create a new portfolio through the ‘Admin’ section.

  1. Go to the ‘Admin’ section of ONE PM.
  2. Click on the tab ‘Portfolios’.
  3. Search for the portfolio to which you want to add a cash account.
  4. Scroll down until you see the ‘Accounts’ section.
  5. Click on ‘+’ to add a new cash account.
  6. A slide in appears – fill in the information.
  7. Click ‘Save’!

This action will result in the creation of an empty account. To assign a certain amount of cash to it go to the ‘Transactions’ tab in the portfolio overview and book a manual transaction.

Alternatively you can add an account directly through the position upload.

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