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Portfolio Manager: How to change the default sale allocation method?

You can change the default sale allocation method by following the instructions below:

- Navigate to the portfolio director page:
   https://www.stockdoctor.com.au/Portfolio
- Click on the 'Edit' icon (next to the portfolio name)editportfolio.png

- Select 'Edit Portfolio'
  Under 'Default trade allocation method'
- Click the drop down and select method e.g 'Smallest capital gain'
- Click 'Save'
Default_trade.png

 

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