Edit a Portfolio, Quote, or Transaction

To edit a Portfolio: From the 'Portfolio Overviews' screen, press-hold on a Portfolio and click the edit button in the top action bar. Click 'Done' in the top menu to save changes.

To edit a Quote: From the 'Quotes' tab, press-hold on a Quote and click the edit button in the top action bar.Click 'Done' in the top menu to save changes.

To edit a Transaction: From the Quote containing the transaction, swipe right to the 'Transactions' tab, and click on the transaction to begin editing. Click 'Done' in the top menu to save changes.