Deleting a Data File
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  1. Click the Open Portfolio icon.  
  2. Select the relevant security on the Portfolio Grid.
  3. Click the Delete icon   and select Delete Security to show the following screen.

                                 

  1. Click the Delete It button to delete the security.

 

 

NOTE:

 

Using the Delete Security function will delete the reference to the security fron the portfolio grid and actual data file.  If you wish to only remove the security from the portfolio grid, then use the Remove Security commnd.

 


 

Related Links:

 

Removing a security from the Portfolio Grid