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How Do I Delete or Edit a Model Portfolio?

Learn how to delete or edit model portfolios.

 1. Navigate to the Portfolios tab located on the left side of the site.
 
Screenshot 2025-11-11 at 13.06.00
 
2. Click on the "Edit" button underneath the portfolio you would like to edit or delete. 
 
3. On the next screen, click the link to "Delete this Portfolio" to delete the model portfolio. A pop-up will appear to confirm.
 
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To edit the portfolio, on this page you can 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.