Managing Views

To edit an existing view:

1. Click the name of your current view at the top of the Portfolio screen.

2. Mouse over the view you want to edit.

3. Click the three dots to the right of the view name.

You can:

• Rename View - update the view's name

• Duplicate View - create an exact copy of the view, which can be customized without affecting the original

• Delete view - delete the view (this cannot be undone!)