1. Update the Company Profile Default Portfolio Settings - Overview  

     

1. Within the Company Profile ‘Default Settings’ section, scroll to the ‘Portfolio Settings’ and then click the ‘Portfolio’ link as shown below.


 

2. Once done, you will reach the Portfolio Default Settings page. Scroll to ‘Portfolio Overview’ section and then ‘General Settings’. Click the ‘Edit’ button.


 

3. Apply the necessary updates in the form. 

 

This is the section where you can edit the Portfolio ‘Name’, ‘Currency’, ‘Country’, and ‘Time Zone’.

Once complete, click the ‘Update’ button to save changes.