It is possible to edit some details and characteristics of a portfolio. All of the editable fields will be found in the Portfolio Settings, by selecting Settings on the horizontal Portfolio Menu.
- Portfolio Name: you can change the portfolio name at any moment in the General subsetting of the Portfolio Settings
- Portfolio Owner: you can change the portfolio owner at any moment in the General subsetting of the Portfolio Settings
Note: To change the Owner of a Portfolio in a Multi-User Portfolio, the new Owner must have an active Pro Plan
- Portfolio Type: You can convert Solo Portfolios to Multi-User portfolios. You cannot however, convert Multi-User portfolios to Solo Portfolios.
Important: For consistency reasons, the portfolio currency may not be changed after the portfolio is created. This should not impact any results however. The only minor risk is a 1 cent rounding error that could apprear on a very high portfolio value.