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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.
Changing Dividend Reinvestment Plans (DRP)
If you don't have the DRP switched on, you can add the units as a purchase using the distribution information from the corresponding ASX announcement.
You can switch DRP on for future allotments.
Go to Current Holdings > Shares
Select the cog icon
Scroll down to the last option, DRP:
