To rebalance/make changes to your portfolio:
1. Head to the "Invest Page"
2. Click on the portfolio you want to edit
3. Click on the "Edit " button at the bottom
4. Here, you can adjust the percentages to the assets the portfolio already holds, including removing or adding securities from the portfolio. You can also change the meta-data of the portfolio, such as description, title, and ticker.
6. Always remember to review your changes before submitting!
*Please note that at this time, only portfolios that you have invested in have the ability to be rebalanced. If you do not have an "Edit" button on the bottom after clicking into the portfolio, this is likely why.
Comments
0 comments
Please sign in to leave a comment.