Removing Stocks from Your Watchlist or Portfolio

I just received an email asking me how to remove stocks from a watchlist.  It's pretty straight-forward but it may not be obvious if you're using a mobile device.  If you're using a desktop or laptop computer (or maybe even a large tablet) you'll see a trash can icon over on the right side of each stock's row.  Just click the trash can icon to remove the stock from the list -- note that the table scrolls horizontally & you may have to scroll it to see the trash can icon.  The pencil icons allow you to edit the stock's details (The note for a watchlist...  stop loss values, number of shares, entry price, etc. for a portfolio).  

 

If you are on a mobile device it a little trickier.  For most of the tables on the site, columns get hidden to conserve space on mobile devices.  You'll be able to tell when data/columns have been hidden because you'll see a plus sign on the left side of each row. Tapping the plus sign or just tapping anywhere in the row will expand the row and show the hidden columns.  Once the row has been expanded you can click the "+" to reveal the trash can.  See below:

 

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SensitiveApe144 over 1 year ago

How does one remove an 'empty' portfolio?  This portfolio somehow is the default portfolio to which stocks would be added if I do not select my real portfolio from the menu.

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TraderMike over 1 year ago

oh, also the portfolios are sorted alphabetically and the first one is listed as the default when adding a stock to a portfolio.  You can modify the name of one or the other to bring it to the to of the list.  For example, add a "z" to the front of the blank portfolio's name 

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TraderMike over 1 year ago

Depending on your subscription plan there may be a couple of places to delete portfolios.  IIRC (I'm not able to access my source code at the moment to verify) free plan users can't remove portfolios.  

For other plan levels there are two places to go.

  1. The delete button at the top of each portfolio.
    port_delete_button.png 76.4 KB
  2. The trash can icons on the Dashboard page 
    dashboard_port_delete.png 74.7 KB

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