The portfolio goal is a setting available only for Custom Loans portfolios. It caps the maximum amount that a specific Custom Loans portfolio will invest on your behalf.
How to change the goal of a Custom Loans portfolio:
- Go to the Loans – Automated portfolio page
- Click ... next to the Custom Loans portfolio you want to edit
- Select Edit portfolio
- Enter the new amount under Portfolio goal
- Review your diversification settings (Advanced portfolios only)
- Click Save and activate
Core Loans, High Yield Loans, and Conservative Loans do not have a portfolio goal. They invest any funds sitting in your portfolio's cash, so the amount invested depends on how much you've topped up.