To remove a symbol from your Portfolio, first select the Portfolio you want to modify at top of page. Then scroll to the right of the page where you see an “x” icon. (or if you’ve downloaded the mobile app you can do it there too). Mouse over it and it will tell you it will be removing the symbol. Once you click on it a pop box will also appear asking if you want to confirm deletion. So just click on Ok and it will immediately remove the symbol, your screen will refresh and now you can add a new one in if you want. Screenshot below.
The Difference Between Aggressive and Conservative Risk Alerts
Aggressive SmartStops are designed to provide maximum downside protection and typically lie closer to the current price of the stock or ETF. Conservative SmartStops allow for more price movement resulting in fewer triggers and a lower probability of whipsaw. Both signal families intelligently adjust in an effort to keep you in an uptrend longer while exiting early in a down trend. Investors often favor the Aggressive signals for positions they plan to exit soon or want to more closely protect their profits.
For those willing to let their symbol’s price fluctuation have a greater volatility, the Conservative SmartStop approach will fit well. The Conservative approach will definitely result in fewer triggers (perhaps even none throughout the year) but also allow more profits to be given back in periods of market corrections.
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