How do I set up a goal?

You can now create goals to invest towards a holiday, house deposit, retirement, or anything that matters to you.

Follow these steps to create a goal:

Step 1: Log into your Kernel account

Step 2: Under the ‘Overview’ tab, navigate to the ‘Goals’ tab and click ‘Create goal’

Step 3: Choose a name and icon for your goal

Step 4: Set a target dollar amount and date for your goal

Step 5: Choose the assets you want to track towards your goal, save your new goal by clicking ‘Done’

One goal per asset: An asset can only be tracked towards one goal at a time. If an asset is already in another goal, you’ll find it under ‘Move from other’. Select it to move it to this goal. It will come out of the original goal.

Follow these steps to edit a goal.

Step 1: Log into your Kernel account

Step 2: Under the ‘Overview tab’, navigate to the ‘Goals’ tab and select the goal you want to edit

Step 3: Click on the settings cog in the top right and click ‘Edit goal’

Step 4: Make the required edits then click ‘Done’ to save your changes

Follow these steps to delete a goal.

Step 1: Log into your Kernel account

Step 2: Under the ‘Overview tab’, navigate to the ‘Goals’ tab and select the goal you want to delete

Step 3: Click on the settings cog in the top right and click ‘Delete goal’

Step 4: Click on ‘Yes, delete goal’ to save your changes