Editing holdings

You can edit a holding that was manually added to a company, institution, or fund. Holdings provided by a data feed are read-only and cannot be edited.

After manually adding a holding, edit the holding to provide missing holding information, update changes in the value of a holding, and change view and edit permissions for the security.

Note: You can also edit a holding in the Holdings tab in a company, institution, or fund's portfolio.
To edit a holding:
  1. Navigate to the Holdings workspace.
  2. In the holdings list, click the Action button for the holding to edit, then select Edit.
    The Edit Holding dialog opens.
  3. Make your desired changes to the holding, then click OK.
    The Edit Holding dialog closes.
The holding is updated and saved.