You can update a portfolio’s name in Navexa at any time. This doesn’t affect your holdings, performance, or reports — it’s simply the label you see throughout your account.
Below are two ways to rename your portfolio: directly from the portfolio switcher, or via the Manage Portfolios page.
Method 1 — From The Portfolio Switcher
In the top-left portfolio switcher (defaults to Main), click the current portfolio name.
Choose Settings.
On the Details tab, edit Portfolio Name.
Click Save.
Method 2 — For Multiple Portfolios
Click the top-left portfolio switcher again (1).
Select Manage Portfolios (2).
In Your Portfolios, find the portfolio you want to rename.
Click the Actions menu at the right and choose Settings (3).
On the Details tab, edit Portfolio Name, then Save.
Notes
Renaming only changes the label — holdings, performance and reports stay the same.
Base Currency can’t be changed once a portfolio is created.
If you can’t see Settings or Save, make sure you own the portfolio and have permission to edit.