Overview
This guide shows how to remove an entire holding from a portfolio in the Navexa iOS app. This deletes the holding’s trades and income from that portfolio and updates performance and tax figures accordingly.
Before You Remove
• Want to delete only one trade or dividend? Open the holding and use the Trades or Income tab instead.
• Removing a holding is permanent for that portfolio. To undo it, you’ll need to re-add/import the trades.
Steps
Open the Navexa app on iOS and select your portfolio.
Open the holding you want to remove.
Tap the ⋯ three-dot menu in the top-right.
Tap Remove from Portfolio.
Read the prompt, then tap Confirm.
What Happens
• The holding (and its trades/income) is deleted from this portfolio only.
• The same asset in any other portfolio is unaffected.
• Your portfolio totals, performance and tax figures recalculate immediately.
Restore If Removed
There’s no one-tap undo. To restore the holding:
• Re-add the trades manually, or
• Re-import them via broker file/spreadsheet/email (if applicable).
Troubleshooting
Can’t see “Remove from Portfolio”?
• Make sure you’re on the holding’s Position screen and using the ⋯ menu at the top-right.
• Update to the latest version of the Navexa iOS app and try again.