Delete a holding

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.

Embedded content: https://www.youtube.com/watch?v=1ans8-oRivA

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 – Click on “Edit holding” tab.

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 August 5, 2024 UTC