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.
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You may select the trade(s) to include/exclude from your portfolio.
Please note that you cannot add trades into a parent portfolio.
Click 'Next' to continue.
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You may check the name, settlement currency and trades (represented by their codes) in your portfolio here. Choose your 'Licence Type'. (Please refer to Assigned Licences for more information.)
Click on 'Submit' to confirm the changes; otherwise, click on 'Back' to continue editing.
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