Other

Delete data

1. Delete program’s Portfolio Composition

1. Select your program
2. Select Portfolio Composition
3. Click on Edit All
Delete data — Delete program’s Portfolio Composition
4. In upper left corner click on Delete data
Delete data — Delete program’s Portfolio Composition
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

Delete data — Delete Portfolio Composition from Mass 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.

Delete data — Delete Portfolio Composition from Mass Import

5. In pop up window click on Ok
6. Scroll down and click on Save