Crumbs Support

How do I create a custom portfolio?

Follow the steps below to create your custom portfolio in Crumbs.

Step 1: Go to the Crumbs menu

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The Crumbs menu will open when you tap on the hamburger menu on the top left inside the Crumbs app.

Step 2: Go to Settings

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Tap on 'Settings' to go to the 'Settings' page.

Step 3: Go to Portfolio

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Tap on 'Portfolio' to go to the 'Portfolio' page.

Step 4: Choose your Custom Portfolio

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Scroll down and tap on the 'Create Portfolio' button to manually build a crypto portfolio to your preferences.

Step 5: Create your Custom Portfolio

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Choose your preferred asset(s) and select the percent you want to allocate to each in your portfolio. Tapping on an asset will take you to a page to input a percentage of your choice.

Step 6: Select the amount percentage of an asset

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Select what percent of the chosen asset you would like to allocate to your portfolio. Do this for every asset until your portfolio reaches 100%.

Step 7: Save your Custom Portfolio

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When you have your desired portfolio, tap on the 'Done' button to save your custom portfolio. You can give this portfolio a custom name.

M
Marlon is the author of this solution article.

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