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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:

  1. Select the portfolios in the portfolio list.
  2. 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.
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