Changing the portfolio name

Content also available for tax entities or on our global site.

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 May 3, 2018 UTC