How do I rename my portfolio?

You can give each of your portfolios a name that means something to you. Many people name a portfolio after the goal they're saving for, like "Dream retirement" or "New home". If you're investing for your children, you can use a child's name. Use whatever helps you keep track.

A name is handy when you have more than one portfolio, so you can tell them apart at a glance.

How to rename your portfolio

1. Open the portfolio you want to rename.
2. Tap More in the top right.
3. Tap Settings.
4. Next to Name, tap the pencil icon. If the portfolio doesn't have a name yet, tap Name your portfolio.
5. Enter the new name and tap Save.

Your new name shows up in the app right away.

Updated on: 09/06/2026