You can rename a portfolio at any time without affecting its holdings, performance or reports.
From The Portfolio Page
This is the quickest way to rename the portfolio you’re currently viewing.
Open the portfolio you want to rename.
Click the Portfolio settings cog in the top right, beside Add Holdings.
On the Details tab, enter the new name under Portfolio Name.
Click Save.
From Manage Portfolios
You can also rename a portfolio from the Manage Portfolios page.
Click the portfolio selector in the top left.
Select Manage Portfolios.
Find the portfolio you want to rename.
Click the three-dot menu and select Settings.
On the Details tab, enter the new name under Portfolio Name.
Click Save.
Notes
Renaming a portfolio only changes its displayed name. Your holdings, performance and reports remain unchanged.
If you can’t access Settings or Save, check that you own the portfolio or have permission to edit it.