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Can you exclude a stock from the auto invest setting?
Pearler Features
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?
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Jonathan Bourke
Asked on 5 October 2022
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Hui Qi Soon
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Pearler
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Fri, 7th October 2022
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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