For easier organisation, Diversiview lets you assign custom names to your historical analyses. Here’s how to do it in a few quick steps:
1. Locate Your Portfolio Analyses and Optimisations:
- Scroll down to the section that displays a history of all your past analyses and optimisations 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.
2. Update Your 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.
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