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


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


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

Step 3: Go to Portfolio


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

Step 4: Choose your Custom Portfolio


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

Step 5: Create your Custom Portfolio


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


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


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

Marlon is the author of this solution article.

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