Create New Portfolio

 
There are multiple ways you can originate your portfolio on Macroaxis. This portfolio creation page helps you through the creation process in the most efficient way possible from creating an empty portfolio to a well diversified holdings of many different flavors, types, and ideas. Just select one of the options below to continue.
Option 1.
Quick Start
Create your portfolio quickly by using one of our portfolio creation wizards. If you would like to enter your positions manually or import your positions using our import tool, please select Empty Portfolio option. You will then be able to add or import your positions. If you are building your model, please select Empty Portfolio and then specify Model Portfolio option.
Sync With Your Broker

Sync With Your Broker

We will synchronize with your existing broker. Use this option to securely import positions straight from your brokerage account.
Get Thematic Proposal

Get Thematic Proposal

Let us generate a proposal for your. Use this option to let us generate optimized portfolio proposal for you based on your current investing preferences.
Optimize Idea

Optimize Idea

Create portfolio using idea wizard. Use our portfolio idea wizard to create pre-optimized portfolio against your current investing preferences and ready-to-use investing ideas.
Optimize Your Watchlist

Optimize Your Watchlist

This option will allow you to generate efficient portfolio composed exclusively of your favorite stocks. You can add additional equities to your watch list simply by visiting an equity profile or by adding it explicitly using the search feature.
Import or Add Manually

Import or Add Manually

Use this option to create an empty portfolio. After you create your new portfolio you can add positions manually or import your existing holdings.
Option 2.
Use Themes
Create thematic portfolio by selecting any of the investing ideas below to find investing opportunities targeted against specific trending themes or categories. You can build portfolios using our predefined set of ideas and optimize them against your very unique investing style. (view all investing themes)
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