Editing Portfolio information

From the Portfolio page, find the Portfolio that you want to edit, click the three dots () from the Actions column, and select Details (figure 1).

The Details Portfolio form will open on the right side of the screen.

Edit the information as needed and click Save.
i. You can only edit the name of the portfolio and the metadata information.

Creating a new Portfolio

Deleting a Portfolio

⌘I

Introduction

Managing Organizations

Managing Ledgers

Managing Assets

Managing Accounts

Managing Segments

Managing Portfolios

Managing Transactions

Editing Portfolio information