How to delete a portfolio in Yahoo Finance has been made very easy with the introduction of Yahoo’s Finance Manager. In previous years, if you wanted to delete your portfolio, you had to get in touch with Yahoo’s human resources department or IT department. You would not even know that your account is still there as they do not make any attempt to inform you about it. They just delete your account without warning. But now, this is not the case and you can easily delete your Yahoo finance account on your own.
The first thing to do is go to your finance manager and explain to him or her about your problem. The finance manager will then provide you with various options. If you have a very old portfolio, then it may be better to just delete it and start fresh. But, if your portfolio is new, then deleting it would be a good idea.
Once your finance manager provides you with various options, choose the one which is most feasible. Now, once your account is deleted, it will remain deleted for a few days. However, there might be chances of it being revived. Hence, it is advised that you check back on your account after a few days to see whether your portfolio is available. If it is, then just deleted it again.
If you are still not sure about how to delete a portfolio in Yahoo finance, here is another scenario. Suppose you are looking to transfer some funds to your new retirement account. You want to deposit in your new account a sum of money equal to the balance in your previous retirement account. Now suppose that you want to delete your portfolio, you would not be able to do so because your previous fund account has an NHA balance of zero. Can you imagine the kind of grief that would greet you?
However, if you want to be extra careful, then you can also use the account’s ‘deleting menu’. This is just a pull-down menu that is present when you open your finance page. Once this menu is displayed, click on the ‘Delete’ button. The next time you open your finance page, you will find that your portfolio is no more there.
This way of how to delete a portfolio in Yahoo Finance is possible only if you have taken care of your financial portfolio in the past. If you have not, then you might face the risk of your portfolio being deleted just because someone does not have enough time to maintain it. This situation might arise if you had not taken care of your financial details in the past. Your account would have been deleted if this problem had not been addressed in time. Hence, it is important to ensure that your details are always safe and are up-to-date.
When you want to learn how to delete a portfolio in Yahoo Finance, you cannot rely on the chronological order of the deleted items. These are completely deleted, even if you do have access to them. The data of the other financial transactions will remain in your account and might lead to the presence of these items being present when you go to conduct another transaction. Hence, make sure that you keep your financial data updated and always have a backup of all your files.
There are other methods as well that can help you learn how to delete a portfolio in Yahoo Finance. You could try the process called ‘drop and take back’, which is an alternative to the chronological method. In this process, you would be able to delete and recover some or most of the deleted items. Since it is a time-consuming and difficult process to follow, you might prefer to recover the entire thing or parts of it by using your own software program. You could either use the software provided by Yahoo or create your own software program to ensure that all your deleted items are totally retrieved in future.