- \n
- Scroll down to the section that displays a history of all your past analyses and optimisations within your Diversiview dashboard.<\/li>\n<\/ul>\n\n\n\n
![\"Scroll](\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/image-6-1024x451.png\")
<\/figure>\n\n\n\n- \n
- Locate the specific analysis you want to rename. Click on the <\/i> icon underneath the “Portfolio Name” column next to the analysis name.<\/li>\n<\/ul>\n\n\n\n
![\"How](\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/How-to-change-your-portfolio-name-in-Diversiview-1024x576.png\")
<\/figure>\n\n\n\n<\/div>\n\n\n\n2. Update Your Portfolio Name:<\/strong><\/h2>\n\n\n\n
- \n
- 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.<\/li>\n\n\n\n
- 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.<\/li>\n<\/ul>\n\n\n\n
![\"Change](\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/image-5-1024x446.png\")
<\/figure>\n\n\n\nReady to learn more about your portfolio’s performance? Log in<\/a> or sign up<\/a> to your account today to start analysing and optimising your investment portfolio.<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"
For easier organisation, Diversiview lets you assign custom names to your historical analyses. Here’s how to do it in a […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_seopress_robots_primary_cat":"none","_seopress_titles_title":"Renaming Your Portfolio Analysis | Diversiview Help","_seopress_titles_desc":"For easier organisation, Diversiview lets you assign custom names to your historical analyses. Learn how to edit your portfolio names in a few quick steps.","_seopress_robots_index":"","site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[5,91,85],"tags":[],"_links":{"self":[{"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/posts\/273"}],"collection":[{"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/comments?post=273"}],"version-history":[{"count":11,"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/posts\/273\/revisions"}],"predecessor-version":[{"id":1348,"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/posts\/273\/revisions\/1348"}],"wp:attachment":[{"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/media?parent=273"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/categories?post=273"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/tags?post=273"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
- Locate the specific analysis you want to rename. Click on the <\/i> icon underneath the “Portfolio Name” column next to the analysis name.<\/li>\n<\/ul>\n\n\n\n