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Tutorials about Portfolio settings

Create an aggregated portfolio

Create an aggregated portfolio

Create a roll-up summary of portfolios by simply check marking them and selecting "Create aggregate" in the action panel.
 
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Edit portfolio name

Edit portfolio name

Click on Actions (button with the downward arrow) next to your portfolio on the Portfolio Overview and select "Edit name".
 
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Delete portfolio

Delete portfolio

Click on Actions (button with the downward arrow) next to your portfolio on the Portfolio Overview and choose "Delete portfolio".
 
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