How to Hide Portfolios

Megan Crowley -

You can now hide portfolios from your grand total, charts, and widgets if you decide you no longer wish to see this portfolio as part of your total holdings. 


To do so, all you need to do is go to your Settings page and then Select the Accounts Tab. 


Here, you will see all of your portfolios with a blue checkmark to left of each name. If you tap this checkmark it will remove the checkmark, which means the portfolio is now hidden. Any portfolios without a checkmark will be hidden until the checkmark is added back in by simply tapping the portfolio again. 

If you return to the holdings page and the portfolio is still being shown, try refreshing the app completely and it should have disappeared. 

If you have any questions, please feel free to let us know at


Have more questions? Submit a request


Powered by Zendesk