Delete Portfolio

[Glenn Hall]

How can I completely delete a portfolio along with all items contained in that portfolio?

[Mark]

Hi Glenn Hall,

Are you asking about a sub-portfolio or a whole *.mm4 portfolio file?

Sub-Portfolio:
Use the Portfolio Editor, and right mouse click and "Close" the sub-portfolio you want removed. This will also close any investments located in that sub-portfolio.

*.mm4 Portfolio File:
Use "File / Close Portfolio". Closing a portfolio file closes all investments as well.

This does not "delete" the files from your hard drive, it only closes them out of Fund Manager. They could be re-opened again if you wanted. If you really want them deleted off your hard drive, you must go do that outside of Fund Manager with File Explorer (or something similar) in Windows.

[aldenxi]

Understand above, but how do you remove the entry from list that appears when you press 'File'?

[Mark]

Hi aldenxi,

The list of portfolio files (*.mm4) listed at the bottom of the File menu are your most recently opened portfolio files. You can't easily remove any that you aren't planning to use. You can simply ignore them. You could also remove this listing by using "Options / General Preferences... / Menu" and setting "Portfolios in File Menu" to 0.

[aldenxi]

So be it, thanks Mark.