Rename a portfolio, set which one opens by default, or permanently delete one — mostly from the Portfolio Settings screen.
Open Portfolio Settings
Open the Switch Portfolio sheet (tap the portfolio name in the header).
Tap the gear icon next to the portfolio. (The gear appears only on portfolios you can manage — not read-only shared portfolios or portfolio groups.)
Rename A Portfolio
In the General card, tap the Portfolio Name field.
Type the new name.
Tap elsewhere to save. You'll see Settings saved.
The base currency is shown here too but is read-only.
Set A Default Portfolio
The default is the portfolio the app opens to. To set it, select the portfolio in the Switch Portfolio sheet — your choice is remembered and applied instantly.
Tip: To view several portfolios together as one, use Portfolio Groups for an aggregated view — it doesn't change the underlying portfolios.
Delete A Portfolio
Deleting is permanent and only available to the portfolio owner.
On Portfolio Settings, scroll to the Danger Zone at the bottom.
Tap Delete portfolio.
In the Delete Portfolio dialog, tap Delete to confirm (or Cancel).
This permanently removes the portfolio and all its holdings, trades and dividends. It deletes only this portfolio, not your account, and cannot be undone. If you delete your default portfolio, the default is cleared.