HIMIPref™ User Manual
User Data
Creating a Portfolio
Editing a Portfolio
    Cash Flows
Commission Schedule
Deleting a Portfolio
Deleting a Transaction
Evaluating a Portfolio
Evaluating Performance
Trade Input
Trade Recommendations
Issue Evaluation

Editing a Portfolio


Deleting a Transaction

To delete a transaction, navigate to the transactionReport, highlight the transaction to be deleted and right-click to bring up the transactionReportContextMenu. Select "Delete" to delete the transaction.

This action does not update the Holdings File. Users must therefore navigate to "mainMenu|File|Holdings File|Synchronize with Transactions" and click this command to ensure that the Holdings File reflects the Transactions File.