How To Delete Portfolios

You can delete portfolios from the Portfolios page.

portfolio drop-down options

  1. Click the small triangle to the left of your portfolio name.
  2. Select Delete Portfolio.
  3. Confirm the Deletion.

IMPORTANT: Once a manual portfolio is deleted, it will no longer be available and cannot be restored. If a synchronized portfolio is deleted, it will not re-import with the automatic daily updates. You can re-sychronize to bring is back, though.