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:

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.

Frame 3 3 – Click on ‘Delete this Holding’.

delete holding 2

4 – Click ‘Delete’ on the warning popup window.

delete holding 3

Last modified on March 25, 2024 UTC

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