How to edit Security Detail View in Investments?

DRMick
DRMick Member ✭✭✭
edited March 9 in Reports (Windows)

In the Security Detail View of a security there is a field called "INDUSTRY'.

How do we edit that field and how to pull a report displaying that field?

Edit Details does not do it.

Windows 10 Q Premier @ R47.15

Best Answer

  • bmciance
    bmciance SuperUser ✭✭✭✭✭
    Answer ✓

    You can't edit the field. I comes in when you add the security. As far as a report, it is not available in reports but you can add it to a portfolio view by cusomizing it (click “options” button at top right of view).

Answers

  • bmciance
    bmciance SuperUser ✭✭✭✭✭
    Answer ✓

    You can't edit the field. I comes in when you add the security. As far as a report, it is not available in reports but you can add it to a portfolio view by cusomizing it (click “options” button at top right of view).

  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭

    … and you can print or export the Investing > Portfolio view by going to File > Print Portfolio or hitting Ctrl-P.

    QWin Premier subscription
  • DRMick
    DRMick Member ✭✭✭

    Yes that part worked. I guess thats the best it can do. Thanks.

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