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How do I build a custom investment portfolio?

Written by Support

Daffy members can choose from 680+ ETFs and 2,200+ individual stocks to compose a custom portfolio of up to 20 securities. Choose from countless possible combinations to match your investment preferences and giving timeline.

If you're already a Daffy member:

  1. Go to Settings (your avatar icon on Web or the gear icon on 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.


If you're not yet a Daffy member:

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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