Rename a standard portfolio, choose which one opens by default or permanently delete a standard portfolio from the mobile app.
Stock Genius exception: Stock Genius and other challenge portfolios do not have a self-service delete option. Contact Navexa Support through in-app chat and ask us to delete a Stock Genius portfolio manually.
Open Portfolio Settings
Open the Switch Portfolio sheet by tapping the portfolio name in the header.
Tap the gear icon beside the portfolio. The gear only appears for standard portfolios you can manage, not read-only shared portfolios, Portfolio Views or challenge portfolios.
Rename a Portfolio
In the General card, tap the Portfolio Name field.
Enter the new name.
Tap elsewhere to save. The app displays Settings saved.
The base currency appears on this screen but cannot be changed.
Set a Default Portfolio
The default portfolio is the one the app opens first. Select a portfolio in the Switch Portfolio sheet to make it the default.
Use Portfolio Views when you want to view several portfolios together without changing the underlying portfolios.
Delete a Portfolio
Self-service deletion is permanent and is only available to the owner of a standard portfolio.
Open Portfolio Settings and scroll to Danger Zone.
Tap Delete portfolio.
In the Delete Portfolio dialog, tap Delete to confirm.
This permanently removes the standard portfolio and all its holdings, trades and dividends. It does not delete your Navexa account and cannot be undone.
Challenge Portfolios
Stock Genius and other challenge portfolios cannot be deleted in the mobile app. Contact Navexa Support through in-app chat to request manual deletion.