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Portfolio Plan Updates Are Here

by Andrew Martinez-Fonts on 04/25/08

 We made an update to the site last night to add a new feature to portfolio plans.

Prosper has updated the criteria in the templates for the Conservative, Balanced, Moderate and Aggressive portfolio plan models. This will not change the criteria of your portfolio plans; however, if you wish to alter your plan criteria to match the updated criteria, we make it convenient for you – just click the “Update” link on your list of portfolio plans.

If you have used one of the templates in the past to create a portfolio plan, you’ll see something like this in your list of portfolio plans:

Portfolio Plan Update

You can review the new criteria, and when you click “Update”, you’ll be able to adjust the amount to bid, diversification, and/or plan criteria. Once you confirm the plan changes, all of the updated criteria will replace the previously saved criteria.

Of course, if you choose not to update your plan, the criteria will remain the same. Maybe you are happy with the criteria as they are, or you customized the plan with your own criteria, so if you want to ignore the update, just click “Ignore”, and the message will go away until the next update. For now, you’ll need to ignore each update individually as they come along.

Updates aren’t just available for the Conservative, Balanced, Moderate, and Aggressive portfolio plan models. If you copied a plan from a friend, and your friend updates the plan criteria, you’ll have the opportunity to update that plan, too.

Enjoy the updates!

Andrew is a Product Manager at Prosper.

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