How can I delete a portfolio?

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Closed an account for good? You can delete it, and all of its data, from the Accounts page.

  1. Go to the Accounts page.
  2. Click the three dots on the account’s row and choose Delete Account.
  3. Read the warning: this cannot be undone. If the account has trades, type its name in the box to confirm.
  4. Click Yes, Delete. The account disappears from your list.

Want to keep the history instead? Use Archive Account in the same menu.

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