The 'Summary' page of your account is displayed every time you sign in. On this page, below the performance charts, is a list of your different portfolios. In order to make changes to one of them, click on the cogwheel logo next to the portfolio's creation date and select 'Edit portfolio'.

This option allows you to modify:

  • The risk level associated with this portfolio
  • The time horizon of your investment
  • Your preferences regarding asset types.

Please make sure to save changes made to your portfolio by clicking on 'Update portfolio' on the top-right corner of the page.

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