FAQ: Wizards for Beginners

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

     A:   1. Make sure you click on stocks or the asset class while setting this up.

 

 

2. Search for the Tickers or Stocks

3. Highlight it and then click the "+" button

 

4. You can split the funds ($10,000) equally, edit, or delete any from your list.

 

2. Q: What is the Autopilot option and how does it work?
    A: The Tickeron A.I. will recommend other favorable allocations with a click of a button by proposing new positions. This does not take into account the limitations of a particular company’s 401(k) plan, so you should take care to make sure that the positions are correct. 

 

3. Q: How to edit my Portfolio - Delete, or Add stocks from my portfolio?
     A: 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.