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.

Best Answer


  • Cookiej
    Cookiej Member ✭✭
    Thanks, I'll check it out
  • Cookiej
    Cookiej Member ✭✭
    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
    Jim_Harman SuperUser ✭✭✭✭✭
    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.
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