Country selection when editing custom strategy

Lasse Holm Simonsen

• 17/02/2024 08:51

It seems that once a custom strategy is saved, it is impossible to see the selected countries.

If you go into 'edit portfolio', the country drop down only shows those countries that have currently matching notes - but I would like to see the countries that I initially selected as I suppose they are still included in my strategy if notes matching my strategy becomes available in a country at a later time.

Does anyone know where/if it is possible to see the initially selected countries?

Thanks in advance...

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• 

  Lucja (Mintos)

  Community moderator

  • 1/03/2024 16:27
  • Edytowano

  Hi Lasse Holm Simonsen
  
  To update your custom portfolio with new lending companies, simply selecting new countries is not sufficient.  After making any changes, you should manually review the list of companies that appear. To include any companies in your portfolio, you must actively select them by checking their corresponding boxes. Remember, saving your changes finalizes the addition of selected companies and their associated countries to your portfolio. Please note, that the system will not automatically add companies based on changes to country, loan type, or Risk Score selections; manual selection is required. Should you have further inquiries regarding your situation, feel free to contact our support team for personalized assistance and account review.

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  Thomas Breuer

  • 25/02/2024 20:40
  • Edytowano

  @Lucja
  Nice to see that you are able to reply to open questions, here.

  I guess there is no need to reply to open questions from SEVERAL months ago, as you can find there
  https://help.mintos.com/hc/de/community/posts/19960497023249-Wowwo-court-case-costs-questions

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