Delete an Investment

Deleting an investment is a straightforward action on Sensr Portal that can be done on the related fund page where you want to remove the investment.  

How to Delete an Investment

  1. Navigate to the fund page in question and click on the Financials tab.


  2. Locate the concerned investment and click View under the Manage column. This brings you to the Investment Details page.

  3. Click Delete in the upper right.


  4. Confirm the action in the popup window. 

IMPORTANT: An investment cannot be deleted if there are any files and/or distributions assigned to this investment on the software. Any related files/distributions assigned to the investment must be deleted first before the investment can be completely removed.