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Return to Overview

You will be able to edit details related to your portfolio, such as basic information and trade(s) in your portfolio.

To access, click 'Portfolio' from the navigation bar on the left, and click 'View Portfolio'.

Click 'Edit' (represented by a 'pen and paper' icon) under 'Actions' of your desired portfolio and you will be directed to a 'View Portfolio Details' page.

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Edit Trades (Add/Remove Trade(s) in Portfolio)

Existing trades in the portfolio will be highlighted in blue when first entering the page.

You may select the trade(s) to include/exclude from your portfolio. 

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