I want to change the portfolio visibility.

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I want to change the portfolio visibility.

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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".

Display the visibility settings
Display the visibility settings

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.

Portfolio visibility settings 1
Portfolio visibility settings 1

Step 3

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

Portfolio visibility settings 2
Portfolio visibility settings 2

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".

Change the visibility settings
Change the visibility settings

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".

Portfolio visibility settings 3
Portfolio visibility settings 3

Step 6

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

The page after the update
The page after the update

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.

Related article: Where do I find public portfolios?

Portfolio
Portfolio
point Tip

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

To log in to the Client Manager, please see the following page.

Related article: How do I log into the Myforex Client Manager?

作成日

Created

：2023.07.31

最終更新

Last updated

：2024.11.06

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