Skip to main content

How to remove a cash position from a portfolio for networth

Christian Peter avatar
Written by Christian Peter
Updated over 3 weeks ago

You have a cash balance in your portfolio but want to use instead our networth overview?
​
Then this article will help you to remove the existing cash position.

  1. Go to our webapp

  2. Navigate to the connected portfolio

  3. click on the 3 dot menu beside the cash position in your positions list

  4. Press "delete"

This way the full cash position including all single transactions will get removed.

Did this answer your question?