Fumbi news
15. April 2024  • clock 3 min •  Daniel Mitrovsky

New Features in the Advanced Portfolios Product!

Development and innovation are some of the cornerstones of what we do. That’s why we’ve been working hard over the last few weeks to enhance our Advanced Portfolios product so that together we can bring you even more flexibility and freedom in setting up and managing your investments.

That’s why a few days ago we launched a new feature in Fumbi – the ability to edit assets, weights, rebalancing or the name of your existing Advanced Portfolios. This new feature will allow you to adjust your portfolios at any time according to your preferences and needs, allowing you to react more effectively to the current market situation. 

How to Do It?

Modifying portfolios in Advanced Portfolios is very simple and intuitive. Editing your portfolios will only take a few seconds. In the following lines, we have prepared a detailed guide on how you can customise your portfolios.

Logging Into Your Account

First, log into your Fumbi account using your login credentials. Once logged in, you will be redirected to your main profile page. Scroll down, and from the product menu, click through to the Advanced Portfolios product.

Select the Portfolio You Wish to Edit

Click on the Advanced Portfolios product to see a list of your portfolios along with their current value. From your portfolios, select the portfolio you want to edit and click on the dots located at the end of the row of the respective portfolio.

Customise Your Portfolio

When you click on a portfolio, you will see a portfolio detail with the current weights and a list of the assets you have in that portfolio. In the top right corner, click the “Edit Portfolio” button, which will take you directly to the adjustments in your existing portfolio.

Experiment with cryptocurrencies according to your needs

Voilà! Adjust the weights of individual cryptocurrencies, exchange cryptocurrencies or change the frequency of rebalancing as you see fit. You can remove assets from your portfolio by simply clicking on the trash bin button located next to each asset you currently have in that portfolio. If you wish to add a new asset to your portfolio that was not already there, click on the “Edit Assets” button and select assets from a wide range of cryptocurrencies.

If you only want to adjust the weights in your portfolio, you can do so by simply moving the cursor next to each cryptocurrency you have in your portfolio, or by simply overwriting the percentage value for each single cryptocurrency. Remember that the sum of the weights in the portfolio must always add up to 100%.

To change the frequency of rebalancing in the portfolio, select the desired frequency by clicking on the appropriate option. 

To change the name of your portfolio, overwrite the original name in the appropriate field.

Confirmation of Changes

When you have finished editing, click on the green “Save” button

Changes to your Advanced Portfolio will be effective within 48 hours of saving. At the same time, you will see an information window in your profile that informs you about the activation of changes that are currently in progress. 

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Daniel Mitrovsky


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