FAQ: Model Portfolios

1. Q: What is the difference between a Model portfolio and an AI Active Portfolio?

A Model Portfolio is a pre-built investment portfolio created by financial professionals to meet specific investment objectives like growth or income. The professionals use their knowledge and expertise to carefully select a diverse range of assets to align with the investment objective.

On the other hand, an active portfolio is essentially an AI Portfolio, which uses modern Artificial Intelligence technologies to make it the best choice for active investing. It provides access to a wide range of flexible tools that assist with investment decisions and management.

2. Q: How to create or copy a Model portfolio?

Creating or copying a Model portfolio is simple. Here are the steps:

1. Subscribe or buy a particular portfolio.

2. After subscribing, you will gain access to the current structure of the portfolio and the history of all trades.

3. Click on the “Create an Editable Portfolio” button.

4. Every time the AI creates new trade signals, you will receive a notification detailing all the changes made.

3. Q: How do I allocate funds manually in my Portfolio?

To edit the portfolio you created, kindly click on "CREATE" under "DYI NEXT TRADE"

 

Then you can add more stocks, by typing in the ticker and clicking the "+: button. 

You can also lock or remove stocks you no longer want from your list.

If you're interested in learning how to edit your Tickeron portfolio, you can check out this video https://youtu.be/O6A9v8Vn3LU  which provides a detailed step-by-step guide.