When you create a new portfolio, you have the option to enter an opening balance there. Should you choose not to enter one at that time, you can return to enter an opening balance at a later date by following these steps:
1. Go to the Generator dashboard. Ensure you have selected the portfolio you want to adjust by clicking it in the top row. The selected portfolio has an orange border.
2. Select the icon on the right hand side to reveal the menu - this is circled in yellow in the screenshot below:
3. Select "Edit Portfolio" from the menu:
4. The "Edit Portfolio" screen will be displayed, where you can enter the Opening Balance and select the Update Portfolio button to save any changes:
To remove the cash element of your portfolio, remove the opening balance figure (so the input field is blank) and click Update Portfolio. See the difference between having a portfolio with and without a balance.
The Current Balance of your portfolio will be calculated automatically based on your portfolio performance.