How to delete a portfolio name

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SA Admin Shubham Shresth
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Hi there,

I am assuming you want to delete a portfolio overall. You will be able to find a pencil icon once you have the portfolio opened, click on it, on the next pop-up, you can click on Delete Portfolio as highlighted in the below image to delete a portfolio.

In order to edit the name, you can also change the name in the same pop up as well.

Image 109383


Hope this helps! Feel free to reach out in case further assistance is required.

Regards,
Shubham Shresth
Data QA Analyst, Seeking Alpha

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SA Admin Shubham Shresth
  • Answer
  • Completed

Hi there,

I am assuming you want to delete a portfolio overall. You will be able to find a pencil icon once you have the portfolio opened, click on it, on the next pop-up, you can click on Delete Portfolio as highlighted in the below image to delete a portfolio.

In order to edit the name, you can also change the name in the same pop up as well.

Image 109383


Hope this helps! Feel free to reach out in case further assistance is required.

Regards,
Shubham Shresth
Data QA Analyst, Seeking Alpha