Changing the portfolio name

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The portfolio name is the display name used for the portfolio within Sharesight. This is used to identify the portfolio.

To change your Sharesight portfolio name:

1 -– Click on the ‘Settings’ tab.

Change Portfolio Name 1

2 –- Click on the ‘Details’ side tab.

Change Portfolio Name 2

3 –- Type in the name you would like to title the portfolio.

4 –- Click the ‘Save Settings’ button.

Change Portfolio Name 3

Last modified on January 3, 2024 UTC

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