How do I delete a study (disconnect it) from my portfolio but keep it in my list of all saved studies?

Suzi
2015-07-29 16:24

To disassociate or delete a study from a portfolio without deleting it from the database, first make sure you are signed in to the COREssg or SSGplus
Once you are signed in, click the My Studies tab on the left hand side of the page.
If you do not already see a list of your portfolios, click the Portfolios heading, near the left hand side of the page.
Once you can see the list of portfolios, click the name of the study you would like to remove a stock from.
From the list of studies that appear on the lower part of the page, click trash can icon in the ‘Actions’ column.
In the next box that comes up, click 'Remove', and then click OK.
The stock will then be removed from the portfolio.

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