How to edit an investment?

Written By J Dibs

  • Go to the Portfolio Page.

  • Click the Edit button next to the investment.

  • Update fields such as name, entity, account, asset class, expected returns, etc.

  • Click Save.
    ✅ If you changed the numbers then the calculations will run…. Navigate to Investment Details to see the changes.

J Dibs https://www.passiveinvestmenttracker.com
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