Editing Portfolio Information is Easy

click the triangle and click edit

To edit portfolio information, take the following steps:

  • Click the Portfolios tab (1) in the main menu at the top of the page.
  • Click the downward-pointing arrow to the left of your portfolio name (2).
  • Click Edit Portfolio (3).
  • The following Edit Portfolio window will appear.

edit portfolio form

  1. You can edit the Name (1) and Notes (6) for a synced portfolio.
    • For manual portfolios, you can change the Type (2), Currency (3), Cash (4), and Brokerage Commission (5) as well.
  2. Click the Save button (7)

 

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