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Portfolio Actions

Portfolio capabilities start read-only. Any change to holdings is prepared as an explicit plan and approved in the wallet.

Read

  • Balances of supported assets on Robinhood Chain
  • Allocation and concentration by asset
  • Open approvals and active permissions
  • Recent activity and receipts

Prepare

  • Target allocations expressed as a plan
  • The set of swaps required to reach the target
  • Total estimated cost across the plan
  • Per-step approval, with the option to stop at any step

Note

A multi-step plan is never approved as a single blanket authorization. Each transaction is confirmed individually.