The Organize Portfolios page is used to reorder the way in which your "My Portfolios" appear. (While on the Portfolio page, there is a drop-down control at the top where you select a Portfolio for viewing. It is this list of names that you are organizing.)
You may also use this page to rename portfolios or delete portfolios.
- Delete a Portfolio by selecting the checkbox to the left of the portfolio name, then click the Delete button at the top of the page.
You may also select all Portfolios for deletion by checking the checkbox at the top of the column. You will be asked to confirm your decision to delete.
- Rename a Portfolio by editing the name field.
- Reorder portfolios by dragging and dropping their order, using the "Order" icon on the far right of the table, or sort your portfolios alphabetically by name using the "Sort List" option at the top left of the page.
