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    Is there any way to delete a customized portfolio view (in Portfolio Manager)?

    Ron

    Thursday, January 22, 2015 11:31 AM

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    In the Portfolio Manager under "Common Tasks", select "Change Portfolio View">"Customize Any View...".  

    A "Select a View to Customize" window will open and you can select any of your customized views and rename or delete them.  You can't rename or delete any of the "built-in" views.

    Bill Becker

    • Marked as answer by Ron Rosenfeld Thursday, January 22, 2015 3:14 PM
    Thursday, January 22, 2015 2:51 PM

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    In the Portfolio Manager under "Common Tasks", select "Change Portfolio View">"Customize Any View...".  

    A "Select a View to Customize" window will open and you can select any of your customized views and rename or delete them.  You can't rename or delete any of the "built-in" views.

    Bill Becker

    • Marked as answer by Ron Rosenfeld Thursday, January 22, 2015 3:14 PM
    Thursday, January 22, 2015 2:51 PM
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    Thank you.  I didn't look at that particular option from that menu.  I was only looking at "Customize Current View".  Silly me :-(

    Ron

    Thursday, January 22, 2015 3:14 PM
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    Thanks Bill!

    I just now needed that info because I too couldn't find the 'delete' button.

    Mike

    Friday, March 18, 2016 4:26 AM