Overview
In this article we will go over how to combine funds into a portfolio. You can do that being in the Comparison Tool by clicking on each fund and using the Combine icon.
The Combine icon allows you to select funds that have already been added to the comparison page and combine them into a portfolio, whereas if you choose the Create > New Portfolio option, it will disregard what you have already selected and open up the search function and the Fund Screener to build an entirely new portfolio. To learn more about building a new portfolio, follow our article here.
Using the Portfolio Builder
If you have merged the funds into a portfolio, our portfolio builder will appear. Here, you can edit the investment amount, add your Advisory Fee if applicable, and allocate the weight of each fund within the portfolio. Once you have filled allocated the weight, you will be able to click the Add to Comparison button on the top.
Pro tip: Use the Allocate Evenly button at the bottom if you wish to weigh all the funds equally for a faster workflow!