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Edit position

You can edit the positions of a portfolio at any time. To do this, follow these steps:

  1. In the position overview, open the menu via the menu icon in the row with the position to be edited and select the command EDIT INSTRUMENT.
  2. Edit the data in the "Edit instrument" dialogue window that appears.


    The fields correspond to those for recording positions. For more information, see Add position to portfolio.

  3. Click the "Save" button to save the changes.
    The position is changed accordingly.

The buttons in the "Edit instrument" dialogue window:

Button

Description

Delete

Click this button to delete the selected positions from the portfolio. a security prompt appears before the final deletion of the position.

SaveClick this button to save the input and close the dialogue window.

From the dialogue window for editing a position, you can go directly to the dialogue window for Buy to add this position. To do this, select the "Buy to add" checkbox.

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