Deleting holdings

How do I delete a holding that I’ve sold?

Click on the holding. Under “all trades and adjustments”, look for your original purchase. Click “edit”. At the bottom of the pop-up, click the “Delete Trade” button.

Note that this is not the same as entering a “Sell” order. In the above example, it will be as if your purchase never existed, and all the dividends never received.

If you prefer to enter a “Sell” transaction:
Click on the holding. Under “all trades and adjustments”, click on “Enter a new trade or Adjustment”, and enter the details of your sale.