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Portfolio limits explained

Why some of your portfolios may be hidden

Written by James Evans

With our new membership plans, the number of portfolios you can actively use depends on your plan.

Delta and PRO allow one active portfolio at any one time, while PRO+ lets you have as many as you want.

If you have more portfolios than your plan allows, you’ll still see them in your list, but they’ll be disabled. This doesn’t delete anything and your data is always safe, it simply means you can’t open or edit those portfolios unless you upgrade.

You can still export your data and include every one of your portfolios, even the disabled ones. And if you’re on Delta or PRO, you can switch which portfolio is active once per month, so you’re always able to focus on the one you need most.

We feel this makes sure the free experience stays simple and clean and available to everyone, while power users on PRO+ can manage multiple portfolios without limits.

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