Edit the Whole Portfolio

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)

Delete Individual Shares or Holdings

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

Changing the value of a property is similar.

Go to Current Holdings > Property

Select the pen icon at the start of the line.

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