Rename portfolio and rename account

English
1

Hi,

What is the correct way to rename a portfolio (xml file)? Is it even possible?

Also how can I rename an deposit or securities account within a portfolio?

2

File / Save as

Doubleclick on the name and edit

1 Like
3

Thank you! Is there a way to rename an account within a portfolio?

4

for complete clarity

1 Like
5

Thanks very much.