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RSU--Portfolio View????

Gary R

Column in Portfolio View is set for Security Type-----One of the columns is RSU
Any idea what that is and why it can't be deleted

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Jim_Harman

Do you ever sleep, @Gary R?

RSU stands for Restricted Stock Unit. These are often granted to employees as part of their compensation.

RSU is not a column in the Portfolio views, it is an undocumented new built-in Security Type. You have grouped your Portfolio view by Security type. When you create an RSU, the security details have a setting "Base security"

Note that there is now also a security type and Asset class of "Crypto".

There are also some columns in the Portfolio views that I do not recall seeing before: "Unvested market value", "Yield on Investment (%)", and "Yield on Investment (Estimated)"

Presumably these are all in preparation for providing support for Crypto and RSUs and other changes to the Portfolio views.

Gary R

Do you know of any way to get rid of it? I'm up every 1--1.5 hours at night and 4am having my coffee and watching news. I just can't sleep and it's a problem.

q_lurker

There are also some columns in the Portfolio views that I do not recall seeing before: "Unvested market value", "Yield on Investment (%)", and "Yield on Investment (Estimated)"

The Unvested I am less sure about, but the two Yields have been around a long long time. The (Estimated) is using the user-supplied 'Est Income' field from the security details.

The RSU and Crypto types are not in my R37.67 install.

@Gary R It has been an irritant for me for a long time that Security Types get listed as your RSU shows when there is nothing held of that type. I find if I change the Group by to something else then reset it to by 'Security Type' the extraneous types do not appear --- at least not immediately. They will reappear if I make some other unrelated change in the file.

Gary R

" I find if I change the Group by to something else then reset it to by 'Security Type' the extraneous types do not appear"----And this is why I love this discussion forum. That did the trick. It's gone---poof!!!!!
You guys are really good. Thanks

Jim_Harman

Glad that fixed it.

BTW I changed your post from an Idea to an ordinary discussion. Ideas are generally for suggested product improvements, not for questions.

Gary R

Jim--I don't see where to start a new discussion--Help

Gary R

I just found it-----

Jim_Harman

For reference, click on Home, Discussions, or Categories at the top. On a PC, click on the big blue oval with a plus sign and "New Post". On a small or narrow screen, click on the blue circle with a plus sign to start a new post.

Gary R

Jim: see issue below--I tried to delete the on line account and set up again but says I have transactions to download
Problem is I should have two new transactions to download, but not there.
(I bought a couple Treasuries yesterday)

Image: https://us.v-cdn.net/6031128/uploads/editor/4n/r9eq44623abm.png

Jim_Harman

Please make a new discussion for this new issue. That way it will have an appropriate title and others will be more likely to find it.

Gary R

Jim---I think I'll just wait till Monday and see if it self corrects---I'll make sure it gets posted in the right place now--I bookmarked the new discussion forum
Thanks