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Edit Portfolio

It is possible to edit previously created hypothetical portfolio. Feel free to change calculation method, fees, time frame and portfolio composition.

To edit a portfolio select a portfolio in the left sidebar and then click “Set Up / Calculations” in the right sidebar.

Would you like to rename, duplicate or delete a portfolio? Please see Manage Portfolios for more information.

Are there no portfolios available? Please see Build a portfolio for more information.

Need help? Feel Free to Ask

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