Changing or Removing the Benchmark

To change your Benchmark

1 – Click on the ‘Edit Benchmark’ button.

2 – Either select a new ETF from the ‘Common Benchmark’ dropdown menu offering pre-selected options of popular index tracking ETFs or search for a new specific ETF by typing in the name or code. Then select the ETF from the search results.

The new Benchmark will be saved against your portfolio. The Benchmark performance summary will appear beneath the summary bar on the Portfolio Overview Page and Individual Holding Page.

To remove your Benchmark

1 – Click on the ‘Edit Benchmark’ button.

2 – Click on the ‘Remove Benchmark’ button.

Last modified on August 19, 2021 UTC