Editing Assets

Keep your portfolio accurate by updating asset details when needed.

How to Edit an Asset

1. Navigate to your Dashboard or Holdings page
2. Find the asset you want to edit
3. Click the Edit icon (pencil) or the asset row
4. Update the relevant fields
5. Click Save

What You Can Edit

Quantity

Update the number of shares, coins, or units you own.

Purchase Price

Adjust your cost basis for accurate gain/loss tracking.

Purchase Date

Correct the date when you acquired the asset.

Notes

Add personal notes about the investment.

Deleting an Asset

To remove an asset from your portfolio:

1. Click the edit icon on the asset
2. Scroll to the bottom
3. Click Delete Asset
4. Confirm the deletion

Note: Deleting an asset removes all associated history. Consider editing to zero quantity if you want to preserve historical data.

Bulk Updates

For multiple changes at once, contact support for assistance with bulk imports.