Portfolio Content › Clear Portfolio Content Power Filters

Previous Topic: Update a List of Investments

Next Topic: Add and Remove Individual Portfolio Investments

Clear Portfolio Content Power Filters

When you have a power filter built that you no longer need, you can delete the power filter. To modify the expression of the power filter, select the name of the power filter, clear the expression, and build a new one. Clearing power filters from the portfolio contents does not remove those investments that match the power filter from the portfolio.

See the CA Clarity Basics User Guide for more information.

To clear a power filter

  1. With the portfolio open, click Contents.

    The portfolio contents appear.

  2. Select the check box next to the name of the investment type to which the power filter is associated, and click Clear Power Filter.