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How about a delete button, in 'My Portfolios', so excess portfolios can be removed?

How about a delete button, in 'My Portfolios', so excess portfolios can be removed?

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Richard A. Clark shared this idea  ·   ·  Report…  ·  Admin →
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  • JOHN MARGO commented  ·   ·  Report

    I have the same problem of other posters. I cannot delete one of my Portfolios. Yes, I can delete other portfolios. I ask why??? Receive no help.

  • gene kluber commented  ·   ·  Report

    how do I adjust shares and delete sold investments?

  • Al Fickau commented  ·   ·  Report

    The portfolio deletion under setting is visible only sometimes.
    I deleted a couple of new error portfolios but when I went back to delete a major portfolio after resetting a new year; it would NOT LET ME DELETE this portfolio.
    I guess I will go in and delete shares and cost and see if I can then get rid of last years.
    I reset all my mutual funds at the end of the year to see Year to date data and to determine if I need to make changes.

  • Alice A. Crawford commented  ·   ·  Report

    #1 I can't find a way to add the number of shares to a stock

    #2 I need to delete a stock which mysteriously appeared

    #3 This version is NOT USER-FRIENDLY, I've tried this upside down and sideways.

  • Susan Fortier commented  ·   ·  Report

    There use to be a delete portfolio option under settings but it has gone away.
    I don't see any way now to delete a portfolio.

  • tim m commented  ·   ·  Report

    to delete a specific symbol/stock float your cursor of the rightmost column. an 'x' should appear, click it and it will ask you to confirm the delete of the symbol/stock

  • James E Burleson commented  ·   ·  Report

    I believe you have the ability to rename, delete, ……portfolios under settings.
    When you open the portfolio, settings appear mid page far right side. Scroll to the bottom to delete the portfolio you opened. I don’t think you can recover a deleted portfolio…so be careful or you will be re-entering data.

  • Zelda Montana commented  ·   ·  Report

    I think you are looking for the "delete portfolio" in "Settings" hyperlink.

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