- Edit an asset by opening it at /workspace/assets/:id and clicking Edit.
- Name, ticker, type, exchange, and description are all editable.
- Edits propagate to every existing trade that references the asset.
- Changing the type on an asset with a long history can shift older trades' categorization in reports.
To edit an existing asset:
- Open Journal → Assets and click the asset name to open its detail page at /workspace/assets/:id.
- Click Edit.
- Update the name, ticker, type, exchange, or description. Save when done.
Changes apply across all trades that reference the asset - if you rename "AAPL" to "Apple Inc.", every existing trade picks up the new label without you needing to touch them.
Be careful changing the type on an asset with a long history: it can shift how older trades are categorized in performance reports.
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