Managing Portfolios

Editing a Portfolio

To edit a portfolio's details:

1. Open the portfolio from the portfolio list
2. Click the Edit button (pencil icon, top right)
3. Modify the fields you want to change
4. Click Save Changes

What Can Be Edited

Field	Editable?	Notes
Portfolio Name	✅ Yes
Portfolio Code	⚠️ With care	Changing the code may affect integrations
Base Currency	⚠️ With care	Changing currency affects all historical valuations
Client	✅ Yes
Description	✅ Yes
Benchmark	✅ Yes
Status	✅ Yes	Active / Inactive / Archived

Changing Base Currency

Changing a portfolio's base currency will affect how all historical valuations are displayed. This should only be done if the currency was set incorrectly. Consult your administrator before making this change.

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Archiving a Portfolio

When a portfolio is no longer active but you want to retain its history:

1. Open the portfolio
2. Click Edit
3. Change Status to Archived
4. Click Save Changes

Archived portfolios:

• Are hidden from the main portfolio list by default
• Can be shown by removing the "Active only" filter
• Retain all their historical data
• Cannot have new transactions added

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Deleting a Portfolio

Deletion is Permanent

Deleting a portfolio removes all its data permanently. This action cannot be undone. In most cases, archiving is the better option.

To delete a portfolio (administrators only):

1. Open the portfolio
2. Click Edit
3. Scroll to the bottom and click Delete Portfolio
4. Type the portfolio name to confirm
5. Click Confirm Delete

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Organising Portfolios

Using Portfolio Groups

Portfolio groups let you organise portfolios into logical collections (e.g., by client, strategy, or region).

To create a group:

1. Go to Portfolios → Groups (in the sidebar sub-menu)
2. Click + New Group
3. Name the group and assign portfolios to it

Sorting and Ordering

In the portfolio list, click any column header to sort by that column. Click again to reverse the sort order.

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Bulk Operations

For administrators managing many portfolios:

Operation	How To
Bulk Archive	Select multiple portfolios using the checkboxes, then click Archive Selected
Bulk Export	Select portfolios, then click Export Selected to download a summary spreadsheet
Bulk Assign Client	Select portfolios, then click Reassign Client