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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. Select one of the options below to continue.

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 Import or Add Manually option. You will then be able to add or import your positions. If you are building your model, please select Build Model Portfolio.
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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.
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.
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.
From Idea to Portfolio

From Idea to Portfolio

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.
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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.
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Build From Market

Build From Market

This option will help you generate efficient portfolio composed of currentnly trending equities. You can also add additional equities using a built-in filter.
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Build Crypto Portfolio

Build Crypto Portfolio

Create portfolio of cryptocurrency assets. After you create your new crypto portfolio you can add one or more coins manually.
Build Model Portfolio

Build Model Portfolio

Create model portfolio to be used in optimization. After you create your new model portfolio you can add equities manually.