View and Edit Custom Benchmarks
Instructions
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Select the Configuration button in the top right corner of the PortfolioAnalyst page.
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Go to the Custom Benchmarks panel.
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Click the View (i) icon for the custom benchmark you want to view or edit.
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The custom benchmark opens in a pop-up. Click the Edit button to edit the custom benchmark name, abbreviation or component benchmarks.
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Click Save when you are done editing.
To delete a custom benchmark:
In the Benchmarks panel, click the Delete (x) icon for the custom benchmark you want to delete.
Additional Resources
Learn About PortfolioAnalyst Setting Custom Benchmarks at IBKR Campus