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In the “Portfolios” section of the Dashboard, you will see the “Manage Portfolios” button. Use this button to access the Manage Portfolios popup.
Select the portfolio you want to rename.
Once you've selected the portfolio, click on the “Settings” button in the top right corner.
You will then see a settings page where you can change the name of the portfolio.
Type in the new portfolio name and push enter.
Note: the character limit for portfolio names is 15.
That's it!
You have now renamed your portfolio. This can be changed at any time and will instantly propagate to the rest of the application.
Have questions, comments or concerns? Feel free to reach out to us via the blue "Support" button found in the bottom left corner of your Dashboard, or send an email to Support@Shrimpy.io.