Remove portfolio from portfolio list
Portfolio Service Investment Agent" module or "Portfolio Service Rebalancing" module
You can mark portfolios in the portfolio list as "Deleted". Proceed as follows:
- Select the portfolios in the portfolio list.
- Then select the command REMOVE FROM LIST in the context menu of the selected portfolios or press the<ENTF>key.
After removal, the portfolio icon changes and shows a crossed-out symbol:
You can show and hide portfolios removed in this way using the "Show/hide removed portfolios" icon in the portfolio list.
Removing portfolios from the portfolio list does not delete the portfolios from Explorer or the database.