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.
TABLE OF CONTENTS:
Edit Basic Information
You may edit the name of your portfolio here. (Note you may not change the portfolio's settlement currency once it is created.)
Click on 'Next' to continue.
Edit Trades
You may select the trade(s) to include/exclude from your portfolio.
Click on 'Next' to continue.
Confirm Portfolio Details
You may check the name, settlement currency and trades (represented by their codes) in your portfolio here.
Click on 'Finish' to confirm edits if all the details are correct; otherwise, click on 'Back' to continue editing.
Click to access:
Add Comment