If you’re already a Daffy member, go to “Profile” on Web or iOS and select “Portfolio” and then “Change Portfolio.” Next, select “Custom” and then “Build Custom Portfolio.”
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From there, you can start with our pre-approved portfolios and then modify the investments and percentages up or down in 1% increments.
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Daffy supports over 450 ETFs on the portfolio, and you can propose a portfolio of up to 10 ETFs, generating over 100 quintillion possible ways to tailor your fund to your specific investment preferences and giving timeline.
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Once you’re finished making edits, select “Request Portfolio Change,” and we’ll notify you once our team has reviewed and approved.
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​If you’re not yet a Daffy member, you’ll be able to customize your portfolio when you’re creating your account. Once you finish creating your account, you can also go to “Settings” and then “Portfolio” to customize your portfolio at any time.
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