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TradeSmith FAQs
How to Delete Positions

You may need to delete a position from your portfolio at some point.  This is easy to do. 

  • Go to the Positions tab in My Portfolios.

 

 

  • Next, you can select the portfolio with the position that needs to be deleted. This will bring up the list of positions for the selected portfolio.
  • Click the small white box to the left of the ticker symbol to select it. This makes a menu appear at the bottom of the screen. 
  • Click the Delete button to delete the selected position.

 

 

  • Alternatively, you can click the down arrow to the left of the position and select "Delete position"

 

 

*Note—The tabs and features you see on your TradeSmith Finance site will vary based on your subscription(s) and subscription level(s). The pictures in our Education Center articles are taken from a TradeSmith Platinum account.

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