Deleting a portfolio is not reversible. Please take extreme caution when doing this.
This guide helps you permanently remove a portfolio from Navexa without guessing what happens next.
Overview
You can delete a portfolio in Navexa when you no longer need it or want to remove that portfolio’s data.
Deleting a portfolio is permanent. Once you confirm the deletion, it cannot be undone.
Before You Delete a Portfolio
Before you delete a portfolio, make sure you are deleting the correct one.
Deleting a portfolio removes that portfolio and its data from Navexa.
This action is permanent and cannot be reversed.
If you only want to change the portfolio name, you do not need to delete it.
If you need a different base currency, you will need to create a new portfolio with the correct setup, then delete the old one if needed.
Step 1: Go to the 'Manage Portfolios' page.
You can get to this page by clicking the 'Portfolio Selector' at the top left, then Manage Portfolios.
Step 2: Click the three-dot (More options) menu
On the Manage Portfolios screen, click the the three-dot (More options) menu on the portfolio you would like to delete. Then click 'Delete'.
Step 3: You'll be asked to confirm the deletion.
Type DELETE to confirm, then Click 'Yes, Delete'
Your portfolio and all the data in it will now be removed from Navexa.
Common Questions
Can I undo a deleted portfolio?
No. A deleted portfolio cannot be recovered.
Should I delete a portfolio if I only want to change the name?
No. If you only want to change the label, rename the portfolio instead.
Do I need to delete a portfolio to change the base currency?
You cannot change a portfolio’s base currency after it has been created.
If you need a different base currency, create a new portfolio with the correct tax residency and base currency, then delete the old portfolio if needed.