How To Edit Portfolio Information
Watch the video below to learn how to edit your portfolio
Editing Portfolio Information is Easy.
From the Portfolio’s page, click the small triangle to the left of your portfolio’s name.
This will produce a menu with several options. Click Edit to edit your portfolio.
The information you’ll can edit is different depending on the portfolio type.
Note that you won’t be able to edit the Brokerage or Cash amounts. This is taken directly from your broker.
You can edit all the fields for a manual portfolio.
Remember to click Save when you’re done.