Step 1: Select No Aggregate in the Aggregation drop-down menu

No Aggregate

Step 2: Click on the drop-down arrow next to the investment holding you are wanting to edit

Select Drop Down Arrow

Step 3: Select Edit Holding Details for Position

Please note, that you will only see this option when No Aggregate is set

Edit Holding Details


Step 4: Edit the Holding Details as required and Save your changes

Holding Details