Setting a default portfolio
Learn how to set a default portfolio so it loads automatically when you sign in.
When you have multiple portfolios, you can choose which one loads first when you sign in. This is your default portfolio.
How to set a default portfolio
- Open the sidebar and find the portfolio you want as your default
- Click the portfolio to make it active
- Click the star icon that appears next to the portfolio name
- The star fills in to confirm it is now your default
The default portfolio is marked with a small filled star in the sidebar, even when you are viewing a different portfolio.
What the star icon means
| What you see | What it means |
|---|---|
| Filled star (highlighted) | This is your default portfolio and you are viewing it |
| Outline star | You are viewing this portfolio but it is not the default. Click to set it. |
| Small filled star (subtle) | This is your default portfolio but you are viewing a different one |
| No star | This portfolio is not the default and you are not viewing it |
Which portfolios can be set as default?
Any portfolio can be set as default, including consolidated portfolios. There is always exactly one default portfolio per account.
What happens when I delete the default portfolio?
If you delete your default portfolio, another portfolio is automatically assigned as the new default. You do not need to set one manually.
Why set a default portfolio?
Setting a default portfolio saves you a click every time you sign in. Instead of landing on a random portfolio, you go straight to the one you check most often.