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Edit a portfolio
This page explains how to update your portfolio. Once created, you may update it at any point in time.

1. Go to "My Portfolios"

  • Select the portfolio that you wish to edit.
  • Click on the three dots in the top right corner of that portfolio card to see the drop down menu.
  • Click on "Edit".

2. Choose one of 3 options

  1. 1.
    Add more tokens
    • You can:
      1. 1.
        Acquire new assets using funds in your wallet.
      2. 2.
        Use funds from the same portfolio.
  2. 2.
    Swap tokens
    • This action can only be performed with existing assets from your Nested portfolio. For instance: if your Nested portfolio has UNI, you may sell some or all of it against SUSHI.
  3. 3.
    Sell tokens
    • You can sell some or all of your tokens and cash-in directly in your Nested portfolio, or in your cryptocurrency wallet (Metamask, Coinbase Wallet, etc.). For instance, if your Nested portfolio has JOE, 1INCH, and UNI and you want to sell a part of those holdings. The proceeds of the sale can be received either in your Nested portfolio or in your cryptocurrency wallet - it is entirely up to you.
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