If you’d like to update your portfolio, for example changing the portfolio name, description or changing portfolio positions i.e. adding, changing or removing positions, you must do this through the Portfolio Manager. Right-click on the portfolio that you want to update in the Navigation panel and select ‘Update’ from the drop-down menu.
Another way to access the update window is with the portfolio selected, go to the Actions Menu at the top of the table and select Portfolios and then select ‘Update Portfolio’.
In the top section of the Update Portfolio window you can change the name or description of the portfolio as seen in the screenshot below.
