For easier organisation, Diversiview lets you assign custom names to your historical analyses. Here’s how to do it in a few quick steps:
- Scroll down to the section that displays a history of all your past analyses within your Diversiview dashboard.
- Locate the specific analysis you want to rename. Click on the icon underneath the “Portfolio Name” column next to the analysis name.
- A pop-up window will appear prompting you to “Update Portfolio Name.”
- In the designated field, type in the new name you’d like to assign to your analysis. Choose a clear and descriptive name that reflects the purpose or content of the analysis for better organisation.
- Once you’ve entered your desired name, click the “Update” button to save the changes. Your analysis will now be displayed with the new name.