How to hide Calls and Puts from Account holdings.

ronperk Member ✭✭
edited January 2023 in Investing (Windows)
Clicking on hide security in the security list does NOT hide Calls and Puts from my account holdings. My account holdings are getting cluttered with these items. Others have been complaining about this.

Best Answer


  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    You can't control which securities are displayed when you click on Holdings when viewing an account - it always displays all the securities you hold in that account.

    But if you go to Investing > Portfolio you can customize a view to include just the accounts and securities you want to see.
    QWin Premier subscription
  • ronperk
    ronperk Member ✭✭
    Answer ✓
    Thanks so much. Worked like a charm.
  • UKR
    UKR SuperUser ✭✭✭✭✭
    When in the Account Overview (the Holdings view), please take a look at the options available under the Gear icon.
    Is "Show closed lots" enabled (checkmarked)?
    If it is, your Holdings view will show an entry for every security you ever owned in this account, even if you no longer actually own any shares in this security.
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