For each Core Loans and Custom Loans portfolio you create, you can choose how much you want to invest by setting a portfolio goal. The portfolio goal is the maximum amount of money that a particular portfolio will invest on your behalf. When a portfolio reaches its goal, it stops investing until the total invested amount falls below the portfolio goal again.
To change the goal of your Core Loans portfolio
- Go to the Loans page,
- Click ... next to your portfolio
- Select Change goal
- Enter the desired amount
- Click Save
To change the goal of your Custom Loans portfolio
- Go to the Loans page,
- Click ... next to your portfolio
- Select Edit Portfolio
- Enter the desired amount under the Portfolio goal
- Review your diversification settings
- Click Save and activate