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Deleting a Portfolio
Navarre Trousselot avatar
Written by Navarre Trousselot
Updated over a week ago

Deleting a portfolio is not reversible. Please take extreme caution when doing this.

A portfolio in Navexa sometimes needs to be deleted.

It might be because you no longer need it, or you simply want to remove the data.

Step 1: Go to the 'Manage Portfolios' page.

You can get to this page by clicking the 'Portfolio Selector' next to the overview link in the top navigation menu.

Step 2: Click the 'Add Portfolio' button.

On the Manage Portfolios screen, click the 'Actions' button on the portfolio you would like to delete. Then click 'Delete'.

Step 3: You'll be asked to confirm the deletion. Click 'Yes, Delete!'

Your portfolio and all the data in it, will now be removed from Navexa.

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