This article covers your existing manual investment accounts, the ones without a History tab. For an account tracked from your transactions, see Modifier ou supprimer une transaction de mon compte manuel (in French).
Edit a holding
On the web: in the Holdings tab, click the … at the end of the line, then Edit. Correct the Quantity or the Buying price per unit, then click Done.
On mobile: in the Holdings tab, tap the line, then Edit. Correct the Quantity or the Buying price, then confirm with the check mark at the top of the screen.
For a euro fund, you edit its Current value, invested amount or Annual yield the same way. To learn more about the buying price, see Editing an asset's buying price.
Record a sale
Partial sale: edit the line and reduce the Quantity by the number of units sold, without changing the buying price.
Full sale: delete the line (see below).
⚠️ An existing manual account keeps neither the history of your sales nor your realised gain. To track them, create an account tracked from your transactions: Suivre mon compte d'investissement à partir de mes transactions (in French).
Delete a holding
On the web: click the … at the end of the line, then Delete, and confirm.
On mobile: tap the line, then Delete, and confirm.
Deleting is permanent.