Est. max loss and current upside cap levels are fixed until the next re-optimisation or until the next transaction is initiated in the portfolio (this can be due to deposits, withdrawals, or fees). With your consent, we periodically re-optimise your portfolio to reset est. max loss and current upside cap levels to lock in gains and capture even higher potential upside. More information here.
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How long are the est. max loss and current upside cap levels valid?
Est. max loss and current upside cap levels are fixed until the next re-optimisation or until the next transaction is initiated in the portfolio (this can be due to deposits, withdrawals, or fees). With your consent, we periodically re-optimise your portfolio to reset est. max loss and current upside cap levels to lock in gains and capture even higher potential upside. More information here.
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