Hiding a security in the security list does not take it off of the portfolio page!!

The security has a new name or class. The old one has no shares. Clicking hide in the Security list doesn't remove it from Portfolio listi.

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Accepted answers

q_lurker

If the security name/class was changed, you likely need to enter a Mutual Fund Conversion transaction. (Enter Transactions button) I would not rely on the download from the brokerage/MF Family. If you have already accepted such downloaded transactions, I would delete them and then enter the MF Conversion. BACKUP FIRST!

You may also need to change the customization of the portfolio view (list) you are looking at.

All comments

q_lurker

Cookiej

Thanks, I'll check it out

Cookiej

On Portfolio page - Top right side - see Options & Click arrow to find option to open or close lots. I don't know if it was recently added or we just didn't find it. Works great!

Jim_Harman

Hiding a security in the Security list only hides it from selection lists, not from reports or Portfolio views.

In the Portfolio views as @Cookiej points out, you can control whether closed lots are shown. You can also customize the views and reports to control which securities are included.