Renaming a portfolio is a two-click change: pencil icon, new name, Save. Nothing about the portfolio's contents or its place in your account changes — only the label.
If the name you picked when you created the portfolio hasn't aged well, or you started with "My Portfolio" and want something more descriptive, this is the article.
Renaming a portfolio
Renames happen on the Portfolios tab in Settings. Go to Settings → Portfolios, find the portfolio you want to rename in the Your Portfolios list, and click the pencil icon at the right of its row.
A small modal opens with the current name pre-filled in a Portfolio name field.
Edit the name to whatever you like, then click Save. The modal closes and the new name takes effect immediately — no page refresh required.
If you change your mind partway through, Cancel discards the edit and leaves the original name in place.
What the rename changes
The name lives in a few places. Renaming updates all of them at once:
The portfolio selector at the top of every page now shows the new name.
The Transactions page shows the new name on every row tagged with this portfolio, including transactions you recorded long before the rename.
CSV exports of holdings and transactions carry the new name in the portfolio column.
The Annual Report (Premium) uses the current name when it's generated next.
What the rename doesn't touch:
The portfolio's contents. Every transaction and inventory item stays exactly where it was, with the same dates, prices, and labels.
The default flag. Renaming and setting-as-default are separate actions on the same tab. A rename doesn't change which portfolio is your default.
Anything outside this portfolio. Other portfolios, your catalog, your account settings, and your subscription are all unaffected.
There's no history of previous names. The Portfolios tab shows the current name, full stop, and historical reports always pull the current name even when they describe transactions from before the rename.
If you've shared an export with someone else under the old name, just be aware that a re-export will carry the new one.
Renaming the default portfolio
Yes, the default is renameable too. The Default badge stays attached during and after the rename — it's a separate flag from the name. So "My Portfolio (Default)" becomes "Main Stack (Default)" the moment you save, and everything that relied on the default status keeps working the same way.
The one nudge worth giving: if you keep your default named something obvious like Main Stack, Primary, or Personal, future-you will have an easier time remembering which portfolio is which when you're three years deep into your records.
Where to go next
What a portfolio is: The conceptual intro to portfolios.
Creating a new portfolio: Adding another one if a rename isn't enough.
Switching between portfolios: The selector and how it shows the current name.
Deleting a portfolio: When a portfolio has outlived its purpose entirely.
Portfolio limits explained: The per-tier caps.