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Delete Portfolios and Periods

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  1. To delete an entire portfolio simply select the portfolio reference check box for the portfolio in question. The system will automatically tick each portfolio period belonging to the portfolio.
  2. Click OK to complete the deletion.
  3. To delete individual portfolio periods select the portfolio reference box for the portfolio in question. Ensure that only the period(s) you wish to delete are selected. Clear the check boxes of the periods you want to keep.
  4. Click OK to complete the question.

 

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