How Do I Edit or Delete a Holding?

Editing or Deleting a holding is fairly straightforward.

Located to the far right of the 'Holdings' table are to buttons, edit and delete. If you have a holding that you no longer want in your account, you can delete it here. If you wish to edit the number of shares of your average price, you can edit the holding and modify that here as well.

The 'Edit' screen may vary depending on whether or not this was a holding you created, or if it was a holding that's been imported by an automatic portfolio.

Note: Please keep in mind that the edit/delete buttons do not appear on the 'Dashboard' screen. To edit or delete a holding, you must click on the portfolio (in the left sidebar) to which that holding belongs.