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FXON Portfolio

I want to change the public settings of the portfolio.

Portfolio Settings

This article was : 

Published in 2024.05.14

Updated in 2024.05.14

You can change your publication settings. Select Keep private, Open to all users, or Only open to the users of FXON according to your preference.

Please follow the steps below to set up the publication settings.

1. Menu bar

After logging into the FXON Portal, from the menu on the left side, click (i) "Portfolio"> (ii) Portfolio for which you wish to change the publication settings > (iii) "Publication settings".
After logging into the FXON Portal, from the menu on the left side, tap (i) "Portfolio"> (ii) Portfolio for which you wish to change the publication settings > (iii) "Publication settings".

1. Menu bar 1. Menu bar

2. Change the public settings

Select "This portfolio can only be used by yourself" if you want to use the portfolio for yourself (private), or "This portfolio is open to multiple users" if you want to open the portfolio to users.

2. Change the public settings 2. Change the public settings

3. Keep private

If you select "This portfolio can only be used by yourself", a window for "Change the publication settings" will appear. If you are sure of the information, click "Keep private".
If you select "This portfolio can only be used by yourself", a window for "Change the publication settings" will appear. If you are sure of the information, tap "Keep private".

3. Keep private 3. Keep private

4. Open to multiple users (i)

If you select "This portfolio is open to multiple users" a window for "Change the publication settings" will appear. If you are sure of the information, click "Open to the public".
If you select "This portfolio is open to multiple users" a window for "Change the publication settings" will appear. If you are sure of the information, tap "Open to the public".

4. Open to multiple users (i) 4. Open to multiple users (i)

5. Open to multiple users (ii)

If you select "Open to the public", also select either "Only open to the users of FXON" or "Open to all users".

5. Open to multiple users (ii) 5. Open to multiple users (ii)

6. Completion message

The settings will be changed and the message "The update of portfolio information is completed!" will appear.

6. Completion message 6. Completion message

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