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You can delete a holding from your portfolio when there is an error. Don't delete the holding if you've sold or transferred all units of that asset as it will remove it from the reporting and records.
⚠️ Important: Deleted holdings cannot be recovered. Make sure you're deleting the correct holding before confirming.
Step 1: Open the Holding
Select your portfolio from the top left menu.
Go to the Portfolio tab.
Click the name of the holding you want to delete.
Step 2: Delete the Holding
In the top right corner, click Actions.
Select Delete Holding.
Click Yes, Delete! in the confirmation box.
The holding and all its associated trades will be permanently removed from your portfolio.
Notes:
Deleting a holding removes all trades within it. If you only need to delete specific trades, see [How to Delete a Trade].
Make sure you've reviewed the holding carefully before deleting — this action can't be undone.