1. Delete program’s Portfolio Composition
1. Select your program
2. Select Portfolio Composition
3. Click on Edit All
4. In upper left corner click on Delete data
5. In pop up window click on Ok
6. Scroll down and click on Save
This will delete your program’s Portfolio Composition data except Top Instruments and Instrument.
2. Delete Portfolio Composition from Mass Import
1. Click on your profile
2. Click on Company Profile
3. Expand Mass Imports and click on Mass Portfolio Composition Import
4. In upper left corner you can select if you want to delete all data which you have mass imported or you can delete only instruments.
5. In pop up window click on Ok
6. Scroll down and click on Save
Continue your fund reporting workflow
This procedure is part of a repeatable fund factsheet production workflow. Continue with Fund factsheet production software and Fundpeak Knowledge Base.