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Settings & DataPortfolio & Calculations
Delete or fix a wrong transaction
Where to find transaction history and what to share if deletion or editing fails.
Common symptoms
- A wrong transaction was added.
- You cannot find the delete option.
- Deleting a transaction does not work as expected.
What to try first
- 1Open the portfolio detail screen where your stocks are listed.
- 2Go to Transaction History.
- 3Find the affected transaction and use the available edit/delete action.
- 4For mutual funds, open the fund detail transaction history. Deleting a conversion removes both linked conversion legs and recalculates the affected holdings.
- 5After deleting imported data, refresh the portfolio summary and check cash, holding quantity, average price, and profit/loss.
When opening a ticket
- Send a screen recording of the full delete/edit flow if the action fails.
- Attach the portfolio Excel export if totals remain wrong after deleting or editing.