Knowledge Base/Stocks Portfolio Tool/General
How do I remove or edit a stock from my portfolio?
Leo Lazaro Vera II
posted this on April 18, 2013 10:38 PM
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mso-hansi-theme-font:minor-latin; mso-bidi-font-family:"Times New Roman"; mso-bidi-theme-font:minor-bidi;} </style> <![endif]-->The portfolio is designed so that transactions cannot be deleted. To remove the value of the transaction,you can put in the other side of the trade at the same price, so that the net value of the transaction remains zero.
Additionally, to remove cash from the portfolio they can click "Add Transactions", then click the "Add Cash" tab in the pop-up window, change the "Transaction Type" to "Debit", next to "Amount" click the "(Total Owned)" link, and finish by clicking the "Save and Close" button.