You can now organise your assets into custom groups that make sense for your portfolio.
Whether you’re separating a house deposit from your retirement fund, or grouping assets by sector and strategy, it’s easier to view and track your progress toward every big milestone.
Follow these steps to create a group of assets.
Step 1: Log into your Kernel account
Step 2: On the ‘Overview’ page under the ‘Portfolio’ tab, click on ‘Organise’
Step 3: Organise your assets into your desired groups by checking the boxes and naming your group, then click ‘Continue’. You can create as many groups as you like.
How do I add more assets to a group?
Follow these steps to add more assets to a group.
Step 1: Log into your Kernel account
Step 2: On the ‘Overview’ page under the ‘Portfolio’ tab, click into your group
Step 3: To add more assets, click on the ‘+ Add assets’ icon at the bottom of the group overview page
Step 4: Use the Explore page to locate more assets to buy and add to the group
How do I edit a group?
Follow these steps to add more assets to a group.
Step 1: Log into your Kernel account
Step 2: On the ‘Overview’ page under the ‘Portfolio’ tab, click into your group
Step 3: Click on the settings cog in the top right, then select ‘Edit group’.
Step 4: Make your desired changes and then click ‘Save’
How do I delete a group?
Follow these steps to delete a group.
Step 1: Log into your Kernel account
Step 2: On the ‘Overview’ page under the ‘Portfolio’ tab, click into your group
Step 3: Click on the settings cog in the top right, then select ‘Delete group’
Step 4: Confirm you want to delete the group by clicking ‘Yes, delete’
