Portfolios Create

Create Portfolio

Visit Sravz Create Portfolio Page

Create Portfolio Video Tutorial

Sravz Create Portfolio

Use Case

The Create Portfolio page allows you to build custom investment portfolios with multi-asset support. You can manually select assets and assign weights, or use the Random Portfolio Generator to automatically create diversified portfolios based on your investment strategy.

Key Features

Quick Start Guide

The page displays a visual step-by-step guide:

  1. Select Asset Type - Choose from Futures, Stocks, ETFs, etc.
  2. Choose Assets - Select individual assets from the grid
  3. Set Weights - Assign portfolio weights (must total 100%)
  4. Create Portfolio - Save your portfolio

Random Portfolio Generator

Automatically create diversified portfolios with customizable settings:

Portfolio Name

  • Set a custom name for your portfolio
  • Default format: “Random Portfolio [MMDD]”

Number of Assets

  • Choose from 3, 5, 7, or 10 assets
  • Maximum of 10 assets per random portfolio

Investment Strategies

  • Balanced Mix: Equal risk distribution across asset classes
  • Growth Focused: Higher allocation to growth assets (stocks, ETFs)
  • Conservative: Lower risk with stable returns focus
  • Aggressive: High risk, high reward potential
  • Max Diversification: Spread across all available asset types

Asset Type Selection Select which asset types to include in your random portfolio:

  • Futures (Commodity & Financial)
  • Stocks (Individual Equities)
  • Indices (Market Indices)
  • ETFs (Exchange Traded Funds)
  • Crypto (Cryptocurrencies)
  • Currency (Forex Pairs)
  • Rates (Interest Rates)

Manual Portfolio Creation

Step 1: Select Asset Type

Use the dropdown to choose an asset type:

  • Futures
  • Stocks (with alphabet selector for filtering)
  • Index
  • Currency
  • Rates
  • Crypto
  • ETF

Step 2: Select Assets

  • Browse the asset grid showing real-time prices
  • Use filtering to find specific assets
  • Click checkbox to select assets for your portfolio
  • Selected assets appear in the “Selected Portfolio Assets” section

Step 3: Set Portfolio Weights

  • Double-click on the Weight_Pct column to edit weights
  • Total weight must equal 100%
  • Use helper buttons:
    • Random Weights: Auto-generate random weights summing to 100%
    • Equal Weights: Distribute equally among all selected assets

Step 4: Save Portfolio

Fill in the portfolio details:

  • Name: Portfolio identifier
  • Description: Optional description
  • Is Public: Toggle to share portfolio publicly

Click “Create” to save your portfolio.

Asset Grid Columns

ColumnDescription
SravzIdUnique asset identifier
NameAsset name
CountryAsset’s country of origin
LastCurrent price
HighDay’s high price
LowDay’s low price
ChangePrice change
Chg%Percentage change
TimeLast update time

Portfolio Columns

ColumnDescription
SravzIdAsset identifier
NameAsset name
LastCurrent price
Weight_PriceDollar amount based on weight
Weight_PctPercentage weight (editable)

Notional Value

All portfolios are created with a $100 notional value. This means:

  • A 20% weight = $20 allocated to that asset
  • A 50% weight = $50 allocated to that asset
  • Quantities are calculated based on current prices

Tips for Creating Portfolios

  1. Diversification: Include multiple asset types to reduce risk
  2. Rebalancing: Check portfolio weights periodically
  3. Research: Review asset performance before adding
  4. Naming Convention: Use descriptive names for easy identification
  5. Strategy Alignment: Match portfolio composition to your investment goals

Create Portfolio - Screenshot

Screenshot: Sravz Create Portfolio

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