> ## Documentation Index
> Fetch the complete documentation index at: https://docs.lerian.studio/llms.txt
> Use this file to discover all available pages before exploring further.

# Editing Portfolio information

> Update a Portfolio's name, metadata, or details directly in the Console to keep groupings accurate.

To edit the information of a Portfolio, follow these steps:

<Steps>
  <Step>
    From the **Portfolio** page, find the Portfolio that you want to edit, click the three dots (<Icon icon="ellipsis-vertical" />) from the **Actions** column, and select **Details** .
  </Step>

  <Step>
    The **Details Portfolio** form will open on the right side of the screen.
  </Step>

  <Step>
    Edit the information as needed and click **Save**.
  </Step>
</Steps>