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How do I set up my Shares Autoinvest target portfolio?

You can set your ideal Autoinvest target portfolio during your automate set up. This is what helps determine what investments will be made.

How do I automatically invest with Pearler?

You can apply preset assets and targets using popular template portfolios (which are ready-made portfolios you can use to kickstart your investing) or community portfolios.

Or you can manually set the target percentage for each holding you want to automatically invest in (adding up to 100%) by clicking on "View/Edit Shares portfolio" from your Automate setup.

This essentially paints a picture of how you want your target portfolio to end up looking using the selected investment strategy and deposit option. You can pause Autoinvest or update the target percentage at any time.

If you have any other questions, feel free to reach out via our live chat feature. :)

help article author
Charlotte Gray

6 January 2021

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