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.

Synced:

edit synced portfolio

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

Manual:

edit manual portfolio

You can edit all the fields for a manual portfolio.

Remember to click Save when you’re done.