Delete a portfolio

Click the Actions button next to the portfolio you wish to duplicate, then select Delete Portfolio from the drop-down menu.

Remember that if you delete a portfolio, all related history will be permanently removed from your account. You can download your portfolio data before deleting if you'd like to keep a copy for your records.

Download a portfolio

Keep a copy of your portfolio data for your records.
Portfolio limits

Learn limits on portfolios, manual holdings, and aggregated holdings.
Stock splits

Learn how to record stock splits so they're reflected within your portfolios.

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Portfolio limits

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