Modify a security

To modify a security, follow next steps:

  1. Click on the Investments tab: Investments tab
  2. In the table, select the security you want to modify and then do one of the following:
    • click on the Edit icon on the right: Modify security in the Investments table
    • click on the line twice.
  3. In the security dialog, make changes you want.

    You can change any field, but be careful – if you change the currency of the security, it would change the currency of all share prices for this security (see create a Buy, Sell or Dividend transaction for more details).

    In this example, have been changed Group of the security:

    Modify security dialog
  4. Click the Apply button: Apply modification

    To leave the dialog without making any changes, click outside the dialog bounds or press the Esc key. The dialog will close without modification of the security.