General information

Software Introduction

VIEWS

VIEW BREAKDOWN

PERSPECTIVES

PORTFOLIO

QUERY

WATCH LIST

Deleting a Portfolio

To delete a portfolio:

  1. Select a portfolio from the Portfolio List view (screenshot).
  2. Click
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  1. to remove the selected portfolio (screenshot).
  2. Click the Yes button to confirm removal of the selected portfolio (screenshot).

OR

  1. Right mouse click a portfolio and select Delete Portfolio(s) (screenshot).
  2. Click the Yes button to confirm removal of the selected portfolio (screenshot).
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Once a portfolio has been deleted it cannot be restored.

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