How do I remove securities from my portfolio list, that are no longer active?

Wooster
Wooster Quicken Windows 2017 Member ✭✭
in Registers & Transactions (Windows)
:'( :'( :'(
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Best Answer

  • Ps56k2
    Ps56k2 Quicken Windows Subscription Alumni ✭✭✭✭
    Answer ✓
    Do you mean this screen....
    If so - you can edit your Security List [x] Watch -
    or click Customize to select which Securities to include

Answers

  • Wooster
    Wooster Quicken Windows 2017 Member ✭✭
    How do I remove securities from my portfolio.
  • Ps56k2
    Ps56k2 Quicken Windows Subscription Alumni ✭✭✭✭
    edited February 2021
    Go to your --> Tools --> Security List -
    BUT.... where are you seeing these listed that you want to "remove" them.
    Normally, in a brokerage acct, they will appear when purchased, and then go away when totally sold and you no longer have any shares... but still retain the trading history

  • Wooster
    Wooster Quicken Windows 2017 Member ✭✭
    I'm seeing this in my portfolio list. No longer holding any shares and they are not being downloaded from broker but remain in portfolio?
  • Ps56k2
    Ps56k2 Quicken Windows Subscription Alumni ✭✭✭✭
    Answer ✓
    Do you mean this screen....
    If so - you can edit your Security List [x] Watch -
    or click Customize to select which Securities to include

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