I want to change the portfolio visibility.

You can change your portfolio visibility anytime. Choose private, visible to all users, or visible only to Myforex members according to your preference.

Please follow the steps below to set up the portfolio visibility.

Step 1

After logging in to Client Manager, open the left sidebar and choose a portfolio under "Portfolio".

After logging in to Client Manager, tap the 3 lines icon in the top left corner and choose the portfolio to edit under "Portfolio".

Step 2

Go to (1) Visibility and click (2) "Change" in the portfolio visibility section.

Go to (1) Visibility and tap (2) "Change" in the portfolio visibility section.

Step 3

Choose "Public" to make your portfolio accessible to others, or "Private" to make it private.

Step 4

If "Public" is selected, a pop-up window will appear. Read the message and click "Close".

If "Public" is selected, a pop-up window will appear. Read the message and tap "Close".

Step 5

If you choose public, select (1) either "visible to all users" or "visible only to Myforex users". Click (2) "Update".

If you choose public, select (1) either "visible to all users" or "visible only to Myforex users". Tap (2) "Update".

Step 6

The settings will be changed and the message "Portfolio information has been updated" will appear.

Step 7

If the visibility is set to public, the portfolio will be listed on the Portfolio page.

For how to check public portfolios, please refer to the following page.

Where do I find public portfolios?

Tip

Portfolios that are visible only to Myforex members can be accessed after logging in to the Client Manager.

Please refer to this page for instructions on how to log in to the Client Manager.

Created

：2023.07.31

Last updated

：2026.04.27

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