# Step 5: Manage Portfolio

After successful copy, you can see ‘Copied Traders’ and your ‘Positions’ in the <mark style="color:blue;">`Portfolio`</mark> page.

To adjust your allocation to a copied trader, Click  <mark style="color:blue;">`Adjust Balance`</mark> in the <mark style="color:blue;">`Portfolio`</mark> page.

1. To add to your existing allocation, slide the slider bar to increase your allocation up to your desired amount. Once set, click <mark style="color:blue;">`Save`</mark> to finalize the adjustment.
2. To stop copying a trader, click <mark style="color:blue;">`Stop Copying`</mark>. Once confirmed, all your existing positions opened through this lead trader will be closed, and no further trades will be copied. Your available balance will be adjusted upwards.

   <div align="left"><figure><img src="https://2405988554-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FrasDd1Lrb2QL7OFLZsHx%2Fuploads%2FXdTa8dMftBmv0LUKPglB%2FUser%20Guide%206.gif?alt=media&#x26;token=b56bc8f4-1370-48a7-b8e1-f06250655a63" alt="" width="180"><figcaption></figcaption></figure></div>

To adjust TP/SL of a copied lead trader, you can update Take Profit and Stop Loss for any lead trader you’re already copying.

1. Go to the <mark style="color:blue;">`Portfolio`</mark> page.
2. Tap <mark style="color:blue;">`Adjust Settings`</mark> on the trader’s card.
3. Tap <mark style="color:blue;">`Advanced Settings`</mark>
4. Here you’ll see the **Take Profit** and **Stop Loss** options. Adjust them as needed and save.

> 💡 This lets you fine-tune risk management without stopping copy trading.

To manually close out a position, simply click <mark style="color:blue;">`Close Positions`</mark> for the specific position that you would like to exit. Once confirmed, your unused margin balance allocated to that specific trader will be increased.

<div align="left"><figure><img src="https://2405988554-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FrasDd1Lrb2QL7OFLZsHx%2Fuploads%2Fzk8bRD5IDwadEm3Hnvo3%2FIMG_9663.PNG?alt=media&#x26;token=390e2982-ddb0-4846-81b8-3c50ea44cbb5" alt="" width="188"><figcaption></figcaption></figure></div>

### **Sharing Your PnL Card**

You can now share your performance directly from the app with a PnL Card. Here’s how:

1. Go to the <mark style="color:blue;">`Portfolio`</mark> page.
2. On the top-right of each copied trader’s card or any open position card, tap the <mark style="color:blue;">`Share`</mark> icon.
3. Your PnL card showing your stats will be generated instantly.
4. Tap <mark style="color:blue;">`Share`</mark> or <mark style="color:blue;">`Save`</mark> to post it on socials, send to friends, or drop it in the community.