Portfolio Groups › Remove Child Portfolio Associations

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Remove Child Portfolio Associations

At any point during your portfolio analysis, you can disassociate, or remove, a child portfolio from the parent portfolio. This does not delete the child portfolio.

Follow these steps:

  1. Open the portfolio.

    The properties page appears.

  2. Open the Properties menu and click Child Portfolios.

    The child portfolios list page appears.

  3. Select the portfolio you want to remove.
  4. Click Remove.

    The portfolio is no longer associated with the parent portfolio.