How do I create multiple portfolios on the same device?

How do I create multiple portfolios on the same device?

Everything you need to know so you can enjoy having multiple Exodus wallets on the same device!


In this article:


What is the difference between a portfolio and a wallet?

What is the difference?

Multiple Portfolios Each portfolio is derived from the same 12-word phrase and each derivation is its own portfolio with its own addresses. Think of it like different containers for your cryptos all linked to the same 12-word secret phrase.
Multiple Wallets Each wallet has its own unique 12-word secret phrase and acts as a completely separate wallet.

If you want to create multiple wallets on the same computer, please check out this article:

How do I create multiple wallets on the same computer?

What happens when I create another portfolio?

When you create another portfolio inside your Exodus wallet, what actually happens is your Exodus wallet derives another portfolio from the same 12-word secret phrase.

Each portfolio has its own unique derivation from the original 12-word secret phrase. The first derivation is your first portfolio, the second derivation is the second portfolio you create etc.

Since all of your portfolios are still linked with the same 12-word secret phrase, you need to make sure you keep your 12-word phrase extra safe!

Read this article on how to keep your money safe: How do I keep my money safe

To find out more information about multiple wallets, please check out this article.

Please note: You can create up to 3 portfolios in your Exodus wallet.


Why would you want to have multiple portfolios?

We are commonly asked about the ability to have multiple Exodus wallets on one device to help separate transactions and history. Having multiple Exodus portfolios on one computer can be useful if you have a personal and business portfolio, or any other reason you can think of. There are many reasons!

By having multiple portfolios, you can keep transactions and balances separate just like having multiple bank accounts.


How do I enable multiple portfolios?

Desktop

1
Make sure you have the latest version of Exodus installed from our downloads page.
2
a) Open your Exodus wallet and click on Settings. b) Click on the Personalize tab. c) Switch the Portfolios toggle to on.

Mobile

1
Open your Exodus wallet and a) tap on the Dashboard icon. b) Tap the Settings gear icon.

2
Set the Portfolios toggle switch to on.


How do I create another portfolio?

Desktop

1

a) Open up your Exodus wallet and head over to Settings. b) Click on the Portfolios tab. c) Click Create New Portfolio.

2

Here, you can enter a name for your portfolio, choose a portfolio color, and even choose a symbol for your portfolio. When you're done customizing your portfolio, click Create New Portfolio.

Mobile

1

Open your Exodus wallet. a) Tap the Wallet icon. b) Tap the Portfolio icon.

2

Tap the + symbol.

4
Enter a name for your portfolio, choose a color for the portfolio, and even choose a symbol for your portfolio. Tap the Create New Portfolio when you're ready.


How do I switch between my portfolios?

Desktop

You can select which portfolio you'd like to view from the top of the portfolio tab.

Mobile

You can select which portfolio you'd like to view by tapping the Portfolio icon.


How do I transfer funds between my portfolios?

Desktop

1
a) Open your Exodus wallet and click the Wallet icon. b) Click on which asset you want to transfer to a different portfolio. c) Click on the Transfer Funds button.

2
a) Select the portfolios you'd like to Move the funds from and to in the respective drop-down menus. b) Enter the amount you wish to transfer. c) Select your network fee (this is optional). d) Click Transfer.

Please note: This will incur a network fee.

Mobile

1
Open your Exodus wallet and choose which asset you want to transfer to a different portfolio, then tap on the Transfer Funds button.

2
a) Select the portfolios you'd like to Move the funds from and to in the respective drop-down menus. b) Enter the amount you wish to transfer. c) Tap Transfer.

Please note: This will incur a network fee.


How do I delete a portfolio?

1
Open up your Exodus wallet and a) click on Settings. b) Click on the Portfolios tab. c) Click the Settings icon beside the portfolio you wish to delete.

2
Click the Delete Portfolio button.

3
Click the Confirm button

Please note: If you have deleted a portfolio by mistake, contact us at [email protected].