Change your portfolio settings

Portfolio Settings is where you configure one portfolio — its name, how returns are calculated, its benchmarks, email import, wallets, and tax. By the end of this, you’ll know what each of the five tabs does and how to save your changes.

Open Portfolio Settings

1. Open Manage Portfolios from the MANAGE section of the sidebar.
2. On the portfolio’s card, click Settings (or use the ⋯ menu → Settings).

The active tab shows in the page URL (e.g. ?tab=benchmarks), so you can bookmark or link straight to a tab.

Caution

Portfolio Settings is per-portfolio and isn’t available while a group is selected. If a group is active, you’ll be redirected with “Not available for portfolio groups” — switch to a single portfolio first.

The five tabs

Each tab has its own Save button — save the tab you edited before moving on.

Details

Field	What it does
Name	The portfolio’s display name
Description	Short notes about the portfolio
Base Currency	Read-only — your reporting currency can’t be changed after creation
Return Method	How returns are calculated (currently Money-Weighted Dietz)
Annualisation Mode	Compound annualises with compounded growth; Simple annualises linearly by elapsed years

Benchmarks

Configure up to 3 benchmarks for the portfolio, then Save. Every new portfolio starts with the SPDR S&P 500 ETF (SPY). For the full walkthrough, see Set benchmarks for a portfolio.

Email Import

A unique forwarding address for contract-note emails. This is a paid feature — the Free tier shows a locked Starter+ card. See Auto-import trades from your broker’s emails.

Wallets

Link on-chain wallets so Metrifly can track crypto holdings and income where supported.

Tax Settings

Setting	What it does
Entity Type	Individual, Company, Trust, or SMSF — sets which CGT discount rules apply
Default Allocation Method	FIFO, LIFO, Maximise gain, Minimise gain, or Minimise CGT — sets which parcels are sold first

Note

Per-financial-year allocation and per-holding overrides are set from Tax settings in the header of any tax page, not on this tab. See Set up your tax details.

Troubleshooting

Problem	Fix
Settings redirects to a group page	A group is selected — switch to a single portfolio in the sidebar selector.
The Base Currency field is greyed out	That’s expected — your reporting currency is fixed at creation.
The Tax Settings tab shows “Loading…”	Give it a moment, or refresh the page.
Your changes didn’t save	Each tab has its own Save button — make sure you clicked Save on the tab you edited.

Related articles

• Create and manage portfolios
• Set benchmarks for a portfolio
• Set up your tax details