Editing Your Portfolios

You can create, edit, rename and delete portfolios from Edit Portfolios Menu.


You can access the Edit Portfolio Manager Menu in two different ways:

1. From the File menu, select Edit Portfolios to access the Edit Portfolio Manager Menu.

2. To access the edit menu from the Portfolio Manager click on the 'Edit' icon to open the Edit Portfolio Manager Menu.



The Edit Portfolio Manager allows you to review and edit information in your portfolio.

By selecting one of your portfolios, information on stock symbols in the selected portfolio will propagate to the screen. You can also add or remove portfolios by clicking on the "New..." or "Delete" buttons.