> For the complete documentation index, see [llms.txt](https://help.za.velocitytrade.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.za.velocitytrade.com/mobile-applications/ios/phone/my-portfolio/getting-started-1.md).

# Getting started

My Portfolio functionality allows an Investor to monitor profit and risks in his portfolio while entrusting control of finances to a Portfolio manager to get subsequent income.

To open My Portfolio, tap the Account menu located at the Account details screen.

![](/files/-MgF4NXGiCcgguuKTuxF)

Then select the “My Portfolio” option from the list of available items:

![](https://lh6.googleusercontent.com/5xeHaGMYcBfk6kN0VQx9w8zxz5pE9NNoCcnzRGotFoPPKR1i6yhou6arYIsRolcy_xgMLpYir1axMLcYG863ZIo97YEPamxXy6pN79dvuCp00o0nCbo9tb3z3flLw5q9Tvik5Y0G)

The interface of the trading application will be changed to the interface of the My Portfolio functionality. If you need to go back to a trading application, select the corresponding option:

![](/files/-MgF4NXJ1L0YSIzMyJJ8)

If a user has an investor’s account but doesn’t have a trading account, My Portfolio functionality will be opened immediately after login to the application and the “Back to trading app” option will not be available.