Changing the portfolio nameContent 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.
2 –- Click on the ‘Basic settings’ side tab.
3 –- Type in the name you would like to title the portfolio.
4 –- Click the ‘Save’ button.
Last modified on August 19, 2021 UTC