How to Modify a Portfolio

This article will help you Modify components of a portfolio such as the name, tax rates, intended use, and more!

  1. Click on the “Portfolio” prompt within the Navigation Bar to open the Portfolio screen
  2. Locate the portfolio in question and either:
    1. Double click it to access the edit menu.
    2. Click it once to highlight it in blue, and Click on “Modify” within the Actions menu/bar

      This will provide you with very similar options to the Add Portfolio Menu
  3. Fill in the form as required, pressing “OK” to save your changes.
  4. The Portfolio will now be amended.