Recreate order list

Recreate order list for an existing portfolio later on

Do you want to track your portfolio for some time and buy it later on? You may create the order list any time after setting up a portfolio. In order to do so, click on "Create order list" on the Portfolio Overview and follow the instruction in the pop-up.


 

Copy strategy to new portfolio

Select the option "Copy to new portfolio" in order to create a new portfolio with the asset allocation of the existing portfolio. This way, your current portfolio will be unaffected by any further actions you take. You will proceed to the Portfolio Builder where you will be able to name your new portfolio and personalise it to fit your needs.

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Replace existing portfolio

If you want to replace your current portfolio, click on "Replace existing portfolio". Your old portfolio will be deleted and replaced by the new portfolio.
   

Enter investment amount

Enter your investment amount on which all calculations shall be based. By default, the current portfolio value will be proposed.

By clicking on "confirm", you will proceed to the Portfolio Builder where you may undertake further adjustments and generate an order list.