It is possible to edit some of the fields displayed by the Portfolio grid such as the name of a security.

 

To edit the fields displayed by the Portfolio grid:

 

1. Click the Open Portfolio icon.  
2. Highlight the security.
3. Click on the Edit icon  and select Edit Record Details from the drop-down menu to display the window below -

                               

4. Make any changes required and click the Save This button.

 

NOTE:  The Code field is displayed for identification but cannot be changed.