Changing the portfolio name

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.

1 - Portfolio Basic details

2 –- Click on the ‘Basic settings’ side tab.

2 - Portfolio Basic details

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

4 –- Click the ‘Save’ button.

3 & 4 Change Portfolio Name

Last modified on August 19, 2021 UTC

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