Can I change my portfolio description?

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".

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".

Step 3

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

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

Note

A portfolio description is up to 70 characters

Tip

Click Preview to check how it looks to other users.

Step 4

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

Step 5

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

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

I want to change the portfolio name.

Created

：2024.01.29

Last updated

：2026.04.27

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