No edit option - send reply to braxx44@yahoo.com

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  • updated
  • Not a bug

The Help topics show an Edit feature under the portfolio. There is NO EDIT feature shown on my screen

Image 42273

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SA Admin Kushal Mehrotra
  • Answer
  • Not a bug

Hi,

The icon that looks like a pencil is the 'edit portfolio' button on the top right.

It Looks like:

I hope this helps, Feel free to reach out in case further assistance is required.

Regards,
Kushal Mehrotra
Data QA Analyst

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David M. Gordon

Hi, braxx21,

To the right of "Portfolio 1" in your screen capture, you will see a series of tabs across the top: Link Broker +Add, then icons for Download, a pencil, a bell, a piece of paper. Click on the pencil, which is the "Edit Portfolio" function.

View your portfolio in landscape mode to reveal more information, such as the pencil icon followed by the words, "Edit Portfolio"

Hope this info helps!

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SA Admin Kushal Mehrotra
  • Answer
  • Not a bug

Hi,

The icon that looks like a pencil is the 'edit portfolio' button on the top right.

It Looks like:

I hope this helps, Feel free to reach out in case further assistance is required.

Regards,
Kushal Mehrotra
Data QA Analyst