Modifying a held position

To modify a held position:

In the portfolio view, select the held position you want to modify.
Click the Edit toolbar button. The Edit Held Position window appears.
To change the position's symbol, click the Symbol link. For more information, see Changing a position's symbol.
To change position's name, click the Name link. For more information, see Changing a position's name.
To change the position's quantity, enter the new quantity or click Auto calculate quantity to calculate it based on the amount invested and the purchase date.
To change the position's purchase data, enter the new information in the Purchase tab.
To set or change a price or date target, select the Targets tab. For more information, see Targets and alerts.
To set or change the position's margin equity, select the Margin Equity tab. For more information, see Marginable equity.
To change the position's information provider, select the Information Provider tab. For more information, see Information providers.
Click OK to modify the position.