How do I manage multiple portfolios in the same wallet?

Everything you need to know so you can enjoy having multiple Exodus portfolios in the same wallet. 

To get your own self-custody wallet with a multiple portfolio feature, download Exodus!


In this article:


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What is the difference between a portfolio and a wallet?

Portfolio Each portfolio is derived from the same 12-word secret recovery phrase. However, each portfolio has its own addresses. You can think of portfolios like different containers for your crypto that are all linked to the same 12-word phrase.
Wallet Each wallet has its own unique 12-word phrase. 

Why would you want to have multiple portfolios?

Having multiple portfolios in one Exodus can be useful if you are sharing a wallet with another member of your household, have both a personal and a business portfolio, or any other reason you can think of. 

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

To access multiple portfolios, you can download Exodus


What happens when I create another portfolio?

When you create another portfolio, your Exodus wallet derives another portfolio from the same 12-word phrase. This means that every portfolio you create can be restored from the same 12-word phrase. 

Each portfolio has its own unique derivation from the original 12-word 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 phrase, you need to make sure you keep your 12-word phrase extra safe!

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

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


How do I enable multiple portfolios?

Web3 Wallet

1
Open Exodus Web3 Wallet and a) click on the Profile icon, then b) click Settings.

2
Set the Portfolios toggle switch to on.

Desktop

1
Make sure you have downloaded the latest version of Exodus Desktop downloaded.
2
Open Exodus Desktop and a) click on the Settings icon. b) Click on the Personalize tab. c) Switch the Portfolios toggle to on.

Mobile

1
Open Exodus Mobile and a) tap on the Profile icon, then b) tap  Settings.

2
Set the Portfolios toggle switch to on.


How do I create another portfolio?

Web3 Wallet

1
Open Web3 Wallet, a) click on the Wallet icon, then b) click on the Portfolio menu.

2
Click Create New Portfolio.

3
Enter a portfolio name, select a color and an icon, then click Create.

4
You'll receive a confirmation that your portfolio has been created. To exit this screen, click Continue.

Desktop

1

Open Exodus Desktop and a) click on the Settings icon. b) Click on the Portfolios tab. c) Click Create New Portfolio.

2

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

Mobile

1

In Exodus Mobile, a) tap the Wallet icon, then b) tap the Portfolio icon.

2

Tap the + symbol.

3
Enter a name for your portfolio, choose a color for the portfolio, and choose a symbol for your portfolio. Then tap  Create New Portfolio.


How do I switch between my portfolios?

Web3 Wallet

1
Open Web3 Wallet and a) click on the Wallet tab, then b) on the Portfolio selector.

2
From the dropdown menu, click on the portfolio you want to switch to.

Desktop

a) First, click on the Wallet tab. b) You can select which portfolio you'd like to view from the portfolio selector dropdown.

Mobile

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


How do I transfer funds between my portfolios?

Web3 Wallet

1
Open Web3 Wallet and a) click on the Wallet tab, then b) on the Portfolio selector.

2
From the portfolio menu, click on the portfolio you want to switch to.

3
Click Receive.

4
Select the asset you want to receive funds to.

5
Copy your address by clicking Copy.

6
Using the back arrow and portfolio switcher, a) go to the portfolio you want to send funds from and b) click Send.

7
Select the asset you want to send.

8
a) In the Recipient's SOL address field, paste in your other portfolio's address, b) select the amount you want to send, then c) click Continue.

9
Review the transaction details and when ready click Send.

Desktop

1
Open your Exodus wallet and a) 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.

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.

This will incur a network fee.



How do I delete a portfolio?

Web3 Wallet

1
Open Web3 Wallet and a) click on the Wallet tab, then b) click on the Portfolio selector.

2
Click the pencil icon on the portfolio you wish to delete.

3
Click on the trash can icon.

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

Desktop

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

2
Click  Delete Portfolio.

3
Click Confirm .

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

Mobile

1
Open your mobile wallet and a) tap on either the Dashboard or Wallet icon, then b) tap on the Portfolio icon.

2
Tap the portfolio you wish to delete.

3
In Portfolio Settings, tap Delete Portfolio.

4
Confirm the deletion by tapping Continue.

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

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