Editing a Portfolio
Wevest
Last Update há 2 anos
How can I edit or rename my portfolio?
To edit or rename your portfolio:
- Open the portfolio you want to modify.
- Click the “Edit Portfolio” button.
- Update the portfolio name or any other editable settings.
- Save the changes to reflect the updates.
Note: Ensure you save changes to avoid losing modifications.
How do I change the currency of my portfolio?
To change the portfolio’s currency between SAR and USD:
- Open the portfolio you wish to modify.
- Go to the “Edit Portfolio” section.
- Select the desired currency (SAR or USD) from the currency dropdown.
- Save your changes.
Important: When you change the currency, all values and calculations in the portfolio will be converted to the selected currency based on the latest exchange rate.