Deleting a trade or adjustmentContent also available for tax entities or on our global site.
You can delete buy and sell trades or adjustments, for any holding in your Sharesight portfolio.
1 – On the Portfolio Overview Page, click on the holding.
2 – On the Individual Holding Page, click the ‘Edit’ link within the trade or adjustment you would like to edit.
3 – Click the ‘Delete this Trade’ button.
Note: Sharesight will not let you save a trade that would result in a negative quantity position. For this reason, it is best to record additional trades in the date order that they occurred.
Note: A deleted trade or adjustment cannot be restored.
Last modified on April 24, 2018 UTC