The process of creating a portfolio takes place in two steps: the first step is to fill in basic information such as the name of the portfolio, the broker you work through, the type of currency, and the investment range between medium and long. The second step is to update the portfolio information by adding information about the shares of the companies you own in the portfolio, indicating the number of shares, the average cost price, and the date on which the company’s shares were acquired.

After that, the return calculator is pressed to find out the average return that represents the expected profits and the standard deviation that represents the risks for the portfolio.