How can I assign a single asset at once in a strategy & goal portfolio in MProfit?

Modified on Thu, 30 May 2024 at 07:39 PM


In this tutorial, we will explain how you can assign a single asset at once in a strategy & goal portfolio in MProfit.


Follow the step-by-step guide below:


Step 1: Login to your MProfit account and click the down arrow for the asset.


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Step 2: Next, select View Transactions.


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Step 3: Set the entire period to All To Date.


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Step 4: Right-click on the buy transaction.


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Step 5: Select Add to Strategy / Goal.


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Step 6: Click on Select.


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Step 7: Select the name of the Strategy portfolio.


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Step 8: Enter the Quantity.


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Step 9: Finally, click on Save.


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This is how you can seamlessly assign a single asset at once in a strategy & goal portfolio in MProfit!

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