# 2.2.1 Portfolio Management

<figure><img src="/files/Y5OCq2HnSfaffsHB3WkQ" alt=""><figcaption></figcaption></figure>

At the top of the Portfolio Management page, there is a **Portfolio Selection Dropdown**. This dropdown menu allows users to quickly switch between different portfolios they have created or imported. Each portfolio is listed by name, and the menu includes icons that provide additional context:

Next to each portfolio name, there are icons for **Editing** and **Deleting** the portfolio, allowing users to make changes or remove portfolios with a simple click.

To the right of the dropdown menu, there is a prominent **Create or Import Portfolios** button. This button enables users to either create a new portfolio from scratch or import an existing portfolio from external sources. This feature is particularly useful for users who want to bring in portfolios they are already managing outside of the Orbit platform or who need to start a new portfolio within the platform quickly.

When click on the 'Create or Import Portfolios' button please follow the steps to create a new portfolio.

&#x20;                                                     ![](/files/9HzVgFmQtDraGppToeJJ)

Give a name of the portfolio and click on Next.

<figure><img src="/files/MKTvljGWCc5BsIIK3gwq" alt="" width="375"><figcaption></figcaption></figure>

You can search with company name, ticker or ISIN to find the stock/company. You can then click on 'Add new' to add more companies.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.orbitfin.ai/2.-orbit-insight/2.2-general-user-interface/2.2.1-portfolio-management.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
