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Welcome to dub's Help Center

Creating and Managing Your Own Portfolio on dub

Deanna Shears
  • Updated

Creating your own portfolio gives you complete control over your investment strategy while allowing you to share your approach with the dub community.

How to Create a Portfolio

Follow these simple steps to create your own portfolio:

  1. From the app home screen, tap the "+" button to start creating a portfolio
  2. Choose a portfolio name that clearly reflects your investment strategy
  3. Write a brief description explaining your portfolio's focus and goals
  4. Select a unique ticker symbol (7-11 characters) that represents your portfolio
  5. Add assets by searching for stocks and ETFs you want to include
  6. Set allocation percentages using the sliders to determine how much of your investment goes to each asset (must total 100%)
  7. Review your selections carefully before finalizing

Managing Your Portfolio

Once you've created and invested in your portfolio, you can:

Rebalance Your Portfolio

Rebalancing allows you to adjust your portfolio allocations as market conditions or your strategy changes:

  1. Navigate to your portfolio details page
  2. Tap the "Rebalance" button
  3. Adjust the percentage allocations for each asset
  4. Review the changes and confirm
  5. Your rebalance order will execute during market hours

Private vs. Public Portfolios

You can control who can see and copy your portfolio:

Making a Portfolio Public:

  1. Go to your portfolio details page
  2. Find the "Visibility" setting
  3. Toggle from "Private" to "Public"
  4. Confirm your choice

Making a Portfolio Private:

  1. Access your portfolio settings
  2. Change the visibility from "Public" to "Private"
  3. Note that existing copiers will still be able to follow your portfolio

Important Notes

  • Available Assets: dub offers most, but not all, stocks and ETFs traded on U.S. exchanges
  • Initial Changes: You cannot make changes to your portfolio immediately after creation until you have invested in it
  • Review Carefully: Once you create a portfolio with specific assets, you cannot add or remove assets (only adjust allocations)
  • Trading Hours: Portfolio creation and rebalancing orders execute during market hours (9:30 AM - 4:00 PM ET, Monday-Friday)

Need Help?

If you have any questions or need assistance during the account opening process, please contact us at support@dubapp.com

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