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Delete or Remove a Holding in the Mobile App

Removing a holding deletes it along with all its trades and dividends. Same on iOS and Android.

Removing a holding deletes it along with all its trades and dividends. Same on iOS and Android.

Delete A Holding

  1. Open the holding you want to remove.

  2. Tap the button in the top-right of the header.

  3. The options menu appears with actions such as Rename, Settings, Move to Portfolio and Delete (the exact list depends on the holding — Move to Portfolio only shows if you have more than one portfolio).

  4. Tap Delete.

A confirmation dialog appears:

Delete Holding — Are you sure? This will delete all trades and dividends associated with this holding.

  • Tap Delete to remove it, or Cancel to keep it.

After deleting you'll see a "Holding deleted" confirmation, return to the previous screen, and your portfolio totals update.

Warning: This can't be undone. Deleting a holding also deletes every trade and dividend recorded against it.

Tip: To move a holding to another portfolio instead of removing it, use Move to Portfolio from the same menu — that keeps all its trades and dividends.

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