Editing an existing portfolio in Fincanva allows you to refine your investment strategy by adjusting models, allocation methods, or risk rules.
Go to the My Portfolio page.
In the table, select the portfolio you want to modify.
Click the pencil icon labeled Edit.
Once you're done, choose one of two options:
Save: Overwrites the existing portfolio with your changes.
Save As: Creates a new copy of the portfolio with the updated configuration.
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