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How to edit or delete a trade in the portfolio manager?

How to Edit a transaction:

In Portfolio Director:
- Select the appropriate portfolio
- On the far right of Securities Held, Click the Full History button
fullhist.png

- Click on the Company name or code that you are looking to edit under "Securities Held"
selectingcode.png
- You should be able to see your transactions under "Trades and Adjustments"
- Click on the Date or Edit Button of the appropriate transaction, this will bring you to the edit screen.
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- Edit the Trade Details
- Click Save


How to Delete a transaction:
 

In Portfolio Director:
- Select the appropriate portfolio
- On the far right of Securities Held, Click the Full History button
fullhist.png

- Click on the Company name or code that you are looking to delete under "Securities Held"
selectingcode.png
- You should be able to see your transactions under "Trades and Adjustments" or "Income and Expenses"
- Tick the checkbox to the left of the appropriate transaction and click the "Delete" button to the left of the window.

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- Click Delete to confirm deletion

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