Infront Investment Manager
Infront Investment Manager
Breadcrumbs

Edit portfolio

You can always rename the portfolios.

To do this, follow these steps:

  1. Go the "Portfolio" widget.

  2. Open the portfolio drop-down list in the upper right corner of the widget.

  3. Click the "Edit portfolio" icon next to the folder name of the portfolio that is currently open to start the editing mode.
    portfolio_edit_icon_EN.png

  4. Then, in the list of recently opened portfolios, click the "Edit portfolio" icon for your current portfolio again (or select another portfolio to edit, if necessary).

  5. In the "Edit portfolio" dialogue window that appears, change the name in the "Portfolio" field.

    portfolio_edit_EN.png

  6. Confirm the changes with the "Save" button.
    The changes in the name of the portfolio are saved and displayed in the widget.