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Editing an existing portfolio.

If you already have a portfolio created in your account you can edit the portfolio to reflect changes in positions or holdings, or delete a portfolio completely if required.

First, log in to your account and you will be presented with the Dashboard as your default view (if not, or if you are already logged in, click on the HiddenLevers icon in the top left corner of the screen).

If you want to edit a portfolio, hover your mouse pointer over a portfolio and it will highlight the entry. An "Actions" button will appear at the end of the highlighted strip. Once you click on the "Actions" button, you will be given different options regarding your portfolio. In this case we will click on "Edit":

A new window will open over the page with the details of the portfolio, allowing you to rename and edit the existing portfolio and create new positions as required:

 

Once you have made the changes required, please make sure you click on the blue Save button to update the current portfolio, or the blue Save As button if you wish to save the modifications as a new portfolio. Clicking on the red Delete button will delete the portfolio completely, and the red Cancel button will leave the original portfolio unchanged.