PEARLER FEATURES
Can you exclude a stock from the auto invest setting?
I’m using auto invest with the lowest share strategy. Is it possible to exclude one of my holdings temporarily, or permanently so that no further purchases are made in this stock, but I still hold the stock?
Jonathan Bourke
5 October 2022
3 Comments
Hui Qi Soon
PEARLER
about 2 years ago
Hi Jonathan! I’m Sabrina, one of the engineers in charge of building Automate. Yes, you can either set your target percentage for that holding to zero, or for shares portfolio there’s a switch to toggle it off.
You can do it through automate > click on shares/micro portfolio > under the portfolio section > click on «edit target»
Hope this helps, let us know how you go!
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