Editing, deleting, updating assets in Portfolio Manager
In the Portfolio Manager, how do you edit a portfolio, delete shares or change the value of a property? - Submitted by John
To edit a portfolio, click 'Settings' at the top right.
Here you can:
- Clone the Portfolio
- Delete the Portfolio
- Rename the Portfolio
- Change the Type of Portfolio (Investment/Superannuation/Hypothetical)
To delete shares go to Current Holdings > Shares, Options & ETFs.
Click the cog/gear at the beginning of the share you'd like to edit or delete.
Click View/Edit Transactions
Here you can change a number of pieces of information.
To delete, click the trash bin.
Changing the value of a property is similar.
Go to Current Holdings > Property
Select the pen icon at the start of the line.