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To edit closed positions, take the following steps:

click a ticker

  • First, click the Positions & Alerts tab in the main menu at the top of the page (1).
  • Click to select the portfolio containing the closed positions, or select All to view all closed positions in all portfolios (2).
  • Next, click on the Closed Positions tab (3).
  • Click on the symbol (4) you would like to edit, and the following page will display:

click the edit pencil

  • Click the “Edit” button on the top left side of the page (1). The editable fields will display as follows:

edit the information

  • Edit the necessary information.
  • Click the Save button on the bottom right to save your changes.