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How do I rename, delete or switch portfolios?
How do I rename, delete or switch portfolios?
Riley Ellett avatar
Written by Riley Ellett
Updated over a week ago

If you are on the portfolio screen it is in the top center of the screen (Shown in the red box)

To switch, simply scroll and tap on the portfolio of your choice.

​To rename, tap the 'edit' icon and then the pencil icon to type in a new name for the portfolio. Click Submit when you want to change the portfolio name.

​To delete, tap the 'edit' icon and then on the red delete trash can icon to completely remove a portfolio. Please note that this action is irreversible! The portfolio cannot be recovered EVEN IF you have a recovery code. This is due to the recovery code being dynamic, it is not a snapshot.

​PRO TIP: You cannot have a portfolio name longer than 50 characters. Please ensure that the name you want is equal to or less than this.

PRO TIP 2: You can have portfolios with the same name, it will not affect the way the app works.

PRO TIP 3: You can also switch the portfolio by going into Overview and then swiping the portfolio card left or right. Then click on the portfolio you want to view.

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