Rev. Date February 27, 2024
When a portfolio or investment is deleted from the Data Library, it will also be removed from all Views and Reports.
What are some reasons why a portfolio or investment is deleted from the Data Library?
Multiple users may be working in the same workspace
A user in the workspace deleted the portfolio
A user in the workspace deleted the user-uploaded investment
Changes in the data integration for the Venn account
The investment or portfolio was deleted in the custodial integration
A data vendor modified the investments in the data set
A data vendor integration or custodial integration was removed from the client’s Venn account
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