Edit and delete portfolios

Edit holding properties

To edit holding quantity, open price, open currency an more, press the "Edit" button located in the Portfolio Tracker toolbar. The cells in question will appear with blue borders and are editable.

Edit portfolio properties

To modify properties of the portfolio such as name, currency, benchmark, and supporting information such as account number and ID, press the "Edit" button located in the Portfolio Tracker toolbar, and select the drop-down "Actions" > Portfolio Details

Delete portfolios

To delete a portfolio imported from Excel or created manually, select "Actions" > "Delete Portfolio" on the Portfolio Tracker toolbar.

Note that if you