Learn how to delete or edit model portfolios
If you'd like to delete the holdings of a model portfolio that you've uploaded, you can click on the 'edit' button on the model portfolios page.
1. Navigate to Portfolios tab within Prospects & Portfolios
2. Click on the Edit link underneath each portfolio.
3. On the next screen, click the link to Delete this Model Portfolio
If you'd like to change the holdings, on this page you can also add or remove holdings based on your list of holdings, and then press 'complete portfolio' when you are done to save your changes.
Note that editing model portfolios manually is only supported up to ~1,000 tickers. For large portfolios, re-uploading a new CSV is the preferred method.