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Deleting a Portfolio removes it from active listings and is subject to your deployment’s data retention and compliance policies. In regulated environments, the underlying record may be retained for audit, regulatory, or reporting purposes. Confirm your retention policy before proceeding.
To delete a Portfolio, follow these steps:
1
From the Portfolios page, find the Portfolio that you want to delete, click the three dots () from the Actions column, and select Delete.
2
A confirmation dialog will appear.
3
Click Confirm to finalize the deletion.
4
Once confirmed, the Portfolio is removed from active listings, subject to your deployment’s data retention and compliance policies.

API equivalent

Delete a Portfolio endpoint