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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.
Información
You can have multiple portfolios of the same type. For example, one for your Spanish broker and another for an overseas one — Horizon sums them in the global dashboard.