Deleting a holdingContent also available for tax entities or on our global site.
Delete an entire holding in your Sharesight portfolio will delete all associated trades and dividend.
Recommendation: Do not delete a holding as a result of a sale as it is important to retain a record of your transactions for reporting purposes. If you have sold the holding you should record a sell trade against the holding.
To delete a holding:
1 – On the Portfolio Overview Page of the portfolio that contains the holding you would like to delete. Click on the holding, you wish to delete.
2 – Scroll down and click on ‘Holding Settings menu’, in the bottom right hand corner of the Individual Holdings Page.
3 – Click on ‘Delete this Holding’.
4 – Click ‘Delete!’ on the warning popup window.
Note: all trades and income records related to this holding will be permanently deleted. A deleted holding cannot be restored.
Last modified on February 28, 2018 UTC