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How do I edit my portfolio?
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By clicking onto the main Edit link which appears near the top of the portfolio page (to the right of your name) you will be taken to the Edit Portfolio screen. Here you will be able to delete and/or copy individual entries and also delete and/or copy whole portfolios. When on this page follow these guidelines.

To delete entries, click the box (so that a tick appears) next to each entry you wish to delete. Next scroll down to the bottom and click the Delete option and then press submit.

To copy entries to a new folder within your portfolio, follow the above steps only click the box next to "copy to new portfolio". Also give this portfolio a name in the box below. Click "submit" to complete the process.

To copy entries to an existing portfolio, click the "copy to: " button and then select the portfolio you wish the stock/fund to appear in from the drop down box. Next click submit

To delete an entire portfolio, Simply tick all the boxes for the stocks within the portfolio concerned. Next click the "delete" button and click "submit." The portfolio will no longer appear in your drop-down list. It is advised that you do not delete the default portfolio: MyPortfolio

To move stocks into a different portfolio: Firstly copy the stocks you would like to move into a new or existing portfolio (by following the steps and above) and then go back and delete the stocks you have copied from the first portfolio.

In order to edit a different portfolio, select from the pull-down list at the top of the display and press load.
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