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How To Delete A Portfolio
How To Delete A Portfolio
Polly avatar
Written by Polly
Updated over 5 months ago

Deleting a portfolio in FAST Graphs is a straightforward process. Below are the steps you can follow to remove a portfolio from your account.

Deleting a Portfolio via "My Portfolios"

  1. Go to "My Portfolios":

    • Navigate to the "My Portfolios" section. Here, you will see a list of all the portfolios you have created.

  2. Select the Portfolio:

    • Put a checkmark in the box located to the left of the name of the portfolio you want to delete.

  3. Delete the Portfolio:

    • This action will bring up a "Delete Portfolios" button. Click on this button.

  4. Confirm Deletion:

    • Confirm the deletion when prompted to permanently remove the portfolio from your account.

Deleting a Portfolio via the Portfolio Actions Tab

  1. Navigate to the Portfolio Summary:

    • Click on the name of the portfolio you want to delete. This will take you to the "Summary" of that portfolio, where you will see details such as the name of the company, ticker, exchange, currency, and price.

  2. Access the Actions Tab:

    • On the portfolio summary page, you will find an "Actions" tab. Click on this tab to view various options.

  3. Delete the Portfolio:

    • Under the "portfolios" section in the Actions tab, you will see options such as "Create portfolio," "Edit portfolio," "Make advanced," and "Delete portfolio." Click on "Delete portfolio."

  4. Confirm Deletion:

    • Confirm the deletion when prompted to permanently remove the portfolio from your account.

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