How-To Guides


In order to make the most of, we offer these step-by-step processes for choosing, investing, and rebalancing your portfolio. You may also wish to refer to our list of frequently asked questions. Please contact us if you have a question that is not answered on these pages.


How to Choose a Portfolio Recipe

How to Invest using a Portfolio Recipe

How to Rebalance your portfolio


Additional How-To Guides are available with the Free Subscription or Investor Subscription.