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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, in this page.

To access, click 'Portfolio' from the navigation 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 'Create New Portfolio' page.

TABLE OF CONTENTS:

Table of Contents
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Click on 'Finish' to confirm the changes; otherwise, click on 'Back' to continue editing.


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Functionality

Please refer to Table Settings for table functionalities.

Definition of Terms

Please refer to List of Definitions: Trades and List of Definitions: Portfolio Details.

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