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Rename portfolios

Do you want to rename one of your portfolios?
Then read on!

Web:

  1. To do this, go to your dashboard, where you can see all the portfolios you have created.

  2. now go to the gear wheel on the top right.

  3. next you select the desired portfolio

  4. in the next menu you can customize the name as you wish

App:

  1. Go to your settings

  2. select "imported data"

  3. Select the portfolio/account you wish to rename

  4. rename it

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