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FAQ: How can I manually allocate funds in my Portfolio?

Q: How can I manually allocate funds in my Portfolio?

A: To manually allocate funds:

  • Select stocks or asset classes for your portfolio.
  • Search and highlight desired Tickers or Stocks.
  • Click the "+" button to add them.
  • Allocate funds (e.g., $10,000) equally or customize as needed. You can also edit or remove selections.
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