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Manage Portfolios

Portfolios can be managed the same way as programs using the context menu. They can be renamed, duplicated or deleted.

  • Right-click a portfolio name in the left sidebar (or click 3 dots) to open the context menu
  • Click a command in the context menu

Would you like to change calculation method, fees or portfolio composition? Please see Edit Portfolio for more information.

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

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