Yes, you can easily change your portfolio type by following these steps:

1. Tap “Portfolios” at the bottom of the screen
2. Tap the green pencil icon next to the portfolio you want to change
3. Choose the new portfolio type
4. Tap “Save Changes” to confirm

If you already have investments, Tamra will rebalance your portfolio by selling and buying assets to match the new type.

 

If there are no investments yet, the change will happen immediately.