The 'Stacks' function allows you to organize your portfolio into groups and balance these groups based on a preferred strategy. To place your assets into stacks use the following steps:
- 2.Name your stack.
- 3.Click on your new stack.
- 4.Add desired assets using the + symbol.
Once you have your stacks in place you can gather data surrounding those specific assets and get advice based on a chosen strategy. To get his information or choose a different strategy:
- 1.Click on your stack.
- 2.Select the gear in the top right.
- 3.View the information and select a strategy from the option at the bottom.
The strategies available are:
- 2.Active Users