Important: By following this guide, you will be rejecting the Shrimpy Advisory recommendations and opting to create your own strategy. Please ensure that you understand the implications of this decision before proceeding.
In this guide, we will walk you through the process of customizing your strategy on Shrimpy Advisory. By customizing your strategy, you have the freedom to choose which baskets you want to allocate and how much of your portfolio should be allocated to each basket. This allows you to tailor your investment approach according to your preferences.
How to Customize Your Strategy
Log in and navigate to the Account Info page.
Locate your current strategy and select the "Customize Strategy" option.
A warning message will appear, indicating that by customizing your strategy, you are rejecting the Shrimpy Advisory recommendations. Take the time to review the warning and understand the implications of your decision. If you wish to proceed with customizing your strategy, select "Customize".
Now, choose which baskets you want to allocate and how much of your portfolio you want to be allocated to each basket. You can decrease the 100% allocation initially provided and then allocate the remaining percentage across other baskets. Please note that it is not necessary to add an allocation for every basket, but the total allocation must equal 100%.
Once you have finalized your allocations and ensured that they add up to 100%, review your strategy and select "Update Strategy". It is important to note that as soon as you update your strategy, your account will trigger an immediate rebalance to align your portfolio with the new target allocations.
A success message will appear, confirming that your strategy has been updated.
After the rebalance is complete, your baskets will be allocated based on your set targets. The Account Info page will now display your customized strategy.
Remember that you have the flexibility to modify your strategy at any time to adapt to changing market conditions or personal preferences.
You can choose to follow the Shrimpy Advisory recommendations again at any time. To do this, select View Details on the Dashboard.
This will display the Shrimpy Advisory recommended strategy, based on the answers provided in the Questionnaire. Select "Update Strategy" to once again follow the Shrimpy Advisory recommendations. Please note that selecting to update will trigger an immediate rebalance.
Have questions, comments, or concerns? Feel free to send an email to AdvisorySupport@Shrimpy.io and one of our Support Agents will get back to you as soon as we're able.