How do I edit my Custom Portfolio?

Article author
Alexander G.
  • Updated

You can edit your Custom Portfolio by accessing your Portfolio Builder to add or remove stocks in your portfolio, or edit percentage targets you have set for each one. To edit your portfolio follow the steps below:

  1. Tap or click on "Invest"
  2. Tap or click on "Your Portfolio"
  3. Tap or click on "Edit"
  4. Tap or click on "Update Portfolio’ to review and confirm your changes.

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