Guides

Deleting a Portfolio

To delete a Portfolio, follow these steps carefully.

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This action is permanent

Once deleted, the Product cannot be recovered. Ensure this is the intended action before proceeding.


  1. From the Portfolios and Accounts tab on the Ledgers page, expand the Portfolios section, find the Portfolio that you want to delete, click the three dots ( ) from the Actions column, and select Delete (figure 1).
Figure 1. The option to delete a portfolio on the Actions menu.

Figure 1. The option to delete a portfolio on the Actions menu.

  1. A confirmation dialog will appear.
  2. Click Confirm to finalize the deletion.
  3. Once confirmed, the Portfolio will be permanently removed from the platform.

Updated 22 days ago