How to delete all transactions associated with a portfolio

Quickly delete all transactions related to a portfolio from the Exceefy settings.

To remove all transactions from a portfolio in Exceefy:

  1. Click on your profile photo.

  2. See you in Settings > Wallet.

  3. Select the portfolio concerned.

  4. Click on the Bouton Delete all transactions.

⚠️Important:

  • This action permanently removes all transactions associated with the portfolio.

  • It is necessary if you then want to delete the portfolio itself or reset your data.

Help Exceefy | Remove all transactions from an Exceefy portfolio