How do I edit a Company, Round or Transaction?

In order to edit a Company, Round or Transaction, you will need to click on the Portfolio Management link on the left navigation. Next, select the appropriate tab - e.g. choose the company tab to edit a company, the round tab to edit a round, etc.

Locate the company, round or transaction you want to edit, then click on the pencil icon in the corresponding row on the far right.

You will be brought to a page where all the information for the company, round or transaction is laid out. Make the necessary changes and click on the Save button.

You can also edit a transaction by going to the Transaction Register, locating the transaction you want to edit (they are listed by date), and clicking on the pencil icon in the righthand column. You will be taken to the Edit Transaction page, at which point you can make the necessary changes. Once you are done, click on the Save button.

After making any edits, you may need to refresh your screen before your changes are apparent.

To learn more about editing and deleting investments, watch this short video tutorial

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