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