Can I change my portfolio description?

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Can I change my portfolio description?

blockHeadVisual

You can change your portfolio description anytime. It serves as a summary of the public portfolio. By default, the active period, broker, account type, leverage, and trading method are included. Change it as you like to catch others' eyes.

Change the description of your portfolio as follows.

Step 1

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

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

Choose a portfolio
Choose a portfolio

Step 2

Go to (1) Portfolio settings and click (2) "Change" of the portfolio description section under "Portfolio settings".

Tap the three lines in the top right corner, go to (1) Portfolio settings and tap (2) "Change" of the portfolio description section under "Portfolio settings".

Portfolio settings
Portfolio settings

Step 3

Enter (1) the new description and click (2) "Update".

Enter (1) the new description and tap (2) "Update".

Change the portfolio description
Change the portfolio description
caution Note

A portfolio description is up to 70 characters

point Tip

Click Preview to check how it looks to other users.

Portfolio preview

Step 4

If the message "Portfolio information has been updated" appears at the top, the description has been updated successfully.

Description has been updated
Description has been updated

Step 5

The description will be updated on the portfolio tile and details.

Portfolio tile
Portfolio tile
Portfolio details
Portfolio details

Please refer to the following article to change the portfolio name.

Related article:  I want to change the portfolio name.

作成日

Created

：2024.01.29

最終更新

Last updated

：2024.06.12

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