Reorder portfolio categories
Reorder categories to control how portfolio groups appear on the overview.
How category order works
The portfolio overview shows categories in your saved order. Reordering changes the display order only; it does not change transactions, positions, or account balances.
Reorder categories
- Open the portfolio overview.
- Use the category drag handle to move a category.
- Drop the category in the new position.
- Wait for the order to save before making another reorder change.
When reordering is disabled
Reordering can be disabled while the category order is saving or when you do not have write access.