How do I edit a portfolio?
Mathieu Déjean avatar
Written by Mathieu Déjean
Updated over a week ago

For the moment, this feature is only available on the Exo web application.

If you want to make changes to one of your portfolios, firstly click on the "Reports" tab on the top right of the landing page. 

Select the portfolio you wish to edit and then select "Edit portfolio".

When editing your portfolio, you can choose new investment focus areas and also change its risk level and investment horizon.

Depending on the configuration mode you have chosen, you will be led through a series of prompts in order to change your investment preferences.

Please don't forget to save any changes by clicking "Continue" on the forecast page, at the end of the process.

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