How do I delete one investment without deleting its account?
Where to find it: ACCOUNTS and INVESTMENTS → Edit Investments → holding’s Delete link
Open ACCOUNTS and INVESTMENTS, choose Edit Investments for the account and use Delete on the holding’s row. Check the name before confirming. The account and its other holdings remain.
Deleting a holding removes its current value from your entered assets. It does not represent selling it and keeping the proceeds as cash. If you have actually sold the holding, update the account’s Cash and remaining holdings to match the new statement too.
The required Cash investment has no Delete option. Set its value to the actual cash balance instead.