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How do I remove holdings from my portfolio?

Written by Support Team

To remove shares from your portfolio, go into your portfolio, select Movements and create a New movement following the steps below:

Instrument: search for the instrument you want to enter a portfolio movement for
Movement type: Sell
Date: enter the date that the new shares were transferred out / sold
Quantity: enter the full quantity of shares that are held in your portfolio
Market price/share: enter the average cost price displaying in your portfolio
Brokerage/Other charges/Trade fee: enter if applicable or leave these blank
Click 'Submit'

If you are unable to add a sell movement because a stock is no longer listed, please email [email protected] and we can remove it for you.

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