How to edit holdings

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Fredrick Goll
Fredrick Goll Member ✭
edited July 2023 in Download, Add/Update Accounts (Windows)

I have over 90 securities showing up in holdings I do not own. How do I edit them out of holdings?

Answers

  • UKR
    UKR SuperUser ✭✭✭✭✭
    Options

    More details would be helpful.
    Have you ever owned any of these securities? And you have sold them all?

    In the Holdings view check the Options settings.
    If "show closed lots" has a checkmark, previously owned securities will keep showing. Uncheck this option to see only those securities for which you hold >0 shares.

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