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  1. Select an asset from the 'Investment Summary', or from Portfolio dropdown on the top.

  2. Select 'Details' from the left menu, and make edits as necessary.




  3. Hit Save when you're done.

    Info
    titleDelete an asset

    Click on 'delete' at the bottom-left of the screen to delete the asset.

    Note: This action is permanent and cannot be undone.


Content by Label
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titleCollect Metrics
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excerptTypesimple
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labelsfeatured getting-started

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