You can delete trades from your portfolio if they're incorrect or no longer needed.
⚠️ Important: Deleted trades cannot be recovered. Double-check you're deleting the right ones before confirming.
Step 1: Go to the Trades Tab
Open the holding that contains the trade(s) you want to delete, then select the Trades tab.
Step 2: Select the Trades to Delete
Tick the checkbox next to a single trade, or
Tick multiple checkboxes to select several trades at once.
Step 3: Delete the Trades
Click Delete Selected in the top right corner.
A confirmation box will appear.
Click Yes, Delete! to confirm.
The selected trades will be permanently removed from your portfolio.
Notes:
A holding may include different trade types such as Buy, Sell, Split, Dividend Reinvestment, Transfer In, or Transfer Out.
Make sure you've reviewed your trades carefully before deleting — this action can't be undone.