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How do I build a custom investment portfolio?

Written by Support
Updated over a week ago

Daffy supports over 650 ETFs, and you can propose a custom portfolio of up to 10 ETFs. That's over 100 quintillion possible combinations to match your investment preferences and giving timeline!
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If you're already a Daffy member:

  1. Go to Profile (on Web or iOS)

  2. Select Portfolio, then Change Portfolio

  3. Choose Custom, then Build Custom Portfolio

  4. Start from one of our pre-approved portfolios and adjust investments and percentages in 1% increments

  5. When you're done, select Request Portfolio Change

Our team will review your proposed portfolio and notify you once it's approved.
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If you're not yet a Daffy member:
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You'll have the option to customize your portfolio during account creation. Once your account is set up, you can also go to Settings > Portfolio to make changes at any time.
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