Portfolio Names
The Manage Portfolio(s) screen allows you to create, rename and delete portfolios. Use this option when you want to keep a new import separate from existing data. This is useful if you need to delete the imported data at any time, without affecting the existing portfolio data.
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To create a new database, click the ADD NEW PORTFOLIO button and the following pop-up will appear. Enter the desired Portfolio name in the "Portfolio Name" text box and click SAVE.

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Now you can see the newly created portfolio name on the Manage Portfolio(s) screen.

To rename a Portfolio, click the edit icon next to the portfolio name you wish to update. The following pop-up screen will appear.

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Update the name in the "Portfolio Name" text box and click UPDATE to save the changes.

To delete a Portfolio, click the delete icon next to the portfolio name you want to delete, and the following pop-up screen will appear.

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Confirm your selection by clicking OK on the pop-up screen. Once the portfolio is deleted, it cannot be reverted.

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