Return to Overview
You will be able to edit details related to your portfolio, such as basic information and trade(s) in your portfolio, in this page.
To access, click 'Portfolio' from the navigation bar sidebar 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 Create New Portfolio Details' page.
TABLE OF CONTENTS:
Table of Contents maxLevel 3 minLevel 3
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You may edit the name of your portfolio here (please note that you may not change the portfolio's settlement currency once the portfolio is created.)
Click on 'Next' to continue.
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Edit Trades (Add/Remove Trade(s) in Portfolio)
Existing trades in the portfolio will be highlighted in blue when you first entering enter the page.
You may select the trade(s) to include/exclude from your portfolio.
Click on Click 'Next' to continue.
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Confirm Portfolio Details
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