Editing Portfolio Information is Easy.

From the Portfolio’s page, click the small triangle to the left of your portfolio’s name.

triangle drop-down

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.


edit synced portfolio

Note that you won’t be able to edit the Brokerage or Cash amounts. This is taken directly from your broker.


edit manual portfolio

You can edit all the fields for a manual portfolio.

Remember to click Save when you’re done.