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Create your first portfolio

Decide what kind of portfolio you need and how to get the data in, in under a minute.

2 min read

A portfolio in Horizon groups together all the entries from a single platform — for example all your Mintos trades, or your Ethereum wallet. The first step is deciding what kind of portfolio to create.

Portfolio types

  • Stocks & ETFs — for your broker (MyInvestor, Trade Republic, etc.).
  • Crypto — exchanges (Bitget) or on-chain wallets (Bitcoin, Ethereum, XRP, XLM).
  • P2P — lending on Mintos, Debitum, Bondora and similar.
  • Real-estate crowdfunding — Urbanitae, Estateguru, Crowdestate.
  • Other — cash, savings accounts, funds, manual.

Steps

  1. Click New entry in the sidebar.
  2. Pick New portfolio and give it a descriptive name (e.g. “Mintos” or “Personal ETH wallet”).
  3. Select the type. This wires up the right CSV parser or on-chain sync.
  4. Save. You land on the portfolio page, ready to import data.