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Rename a Folder

Certain places within Portfolio Manager (such as the Navigation Explorer pane) contain folders that you can rename.

To rename a folder

  1. Do one of the following:

  • In the Navigation Explorer pane, click Buyers, Sellers, Investors, Purchases, Sales, or Samples.

  • In the menu bar, click Tools > Options and then click the Portfolio Groups tab.

  1. Right-click a folder and then click Rename Folder.

  2. In the box, type over the existing folder name with the new folder name and then press Enter.

Related Topics

Folders