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FAQ: What are the steps to modify a position or Ticker in my portfolios?

Q: What are the steps to modify a position or Ticker in my portfolios?

A: To adjust your portfolio:

  • Click on "CREATE" under "DIY NEXT TRADE" to access the editing mode.
  • Add new stocks by searching for the ticker and clicking the "+" button.
  • To remove stocks, simply deselect them or use the lock feature to secure stocks you wish to retain.

For a comprehensive guide, watch our instructional video on editing your Tickeron portfolio, available on our platform.

 

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