View, Edit and Delete Synopses
Instructions
-
Select the Reports button in the top right corner of the PortfolioAnalyst page.
-
Go to the Synopses panel.
-
The Synopses panel shows all of your saved synopses. Click the View i information icon for the synopsis you want to view or edit.
-
The synopsis opens in a pop-up. Click the Edit button to edit the synopsis name or text.
-
Click Save when you are done editing.
To delete a synopsis
-
In the Synopses panel, click the Delete x icon for the synopsis you want to delete.
Additional Resources
Learn About PortfolioAnalyst for Advisors at IBKR Campus