Skip to main content

How to Delete or Reset Your Portfolios and Start Over

Learn how to completely wipe your portfolio data so you can start fresh with a clean slate in Delta.

Written by James Evans

If you want to completely clear out your transaction history and start over from scratch, you can easily do this by deleting your existing portfolios.

Here is exactly how to wipe your data and start fresh.

Steps to Delete a Portfolio

To completely delete all your portfolio data, you simply need to delete all of your individual portfolios.

  1. Navigate to your main portfolio screen and tap the portfolio selector at the very top of the screen (just above your portfolio holdings overview).

  2. Once the portfolios menu is open, tap the 'Edit' button.

  3. Tap the red trashcan icon next to the portfolio you want to completely remove.

  4. The app will ask for your final confirmation before deleting. Once confirmed, the portfolio is gone!

Simply repeat this process for any other portfolios you have until your account is completely clear.

⚠️ Important Warning: Deletion is Permanent

Please be absolutely sure before you confirm the deletion of a portfolio! This action is entirely irreversible.

Once a portfolio is deleted, it is permanently removed from our servers. It cannot be recovered, even if you have a backup or a recovery QR code saved. This is because Delta's recovery codes are dynamic keys to your live data, not static snapshots frozen in time. If you delete a portfolio today, it is instantly deleted from your backup as well.

Did this answer your question?