Delete a portfolioContent also available for tax entities or on our global site.
To delete a portfolio in your Sharesight account.
Note: Once a portfolio is deleted it cannot be recovered.
If you’re considering deleting a portfolio, we strongly encourage you to export the necessary reports, particularly your tax reports and the All Trades reports should it become necessary for you to recreate the portfolio.
1 – Click on the ‘Settings’ tab
2 – Click on the ‘Delete this portfolio’ link
Last modified on April 2, 2020 UTC