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.
Contributor
Sergey Savastiouk, Ph.D. has a degree in Applied Mathematics from Moscow University and has extensive experience as an entrepreneur, investor, manager, and mathematician. His professional expertise is in applied mathematics, mathematical modeling, system and pattern analysis, and software and hardware system integration. He has served as the CEO of several hi-tech start-up companies and nonprofit organizations, which has given him proven capabilities in business strategy for high-tech start-up companies, market assessment, company formation, team building, product development, marketing, and sales. He has published numerous articles in journals and magazines on related fields. As a retail investor, he spent 15 years developing his proprietary trading and quantitative algorithms (now Tickeron’s A.I.), which brought him significant returns in trading the stock market. His current work and goal in founding Tickeron is to bring professional, sophisticated stock market analysis capabilities to retail investors via an easy-to-use interface.