how to eliminate from the investing list those secuities no longer held

shally · September 2020

:) :/ :/

UKR · September 2020

Assuming that you are using a version of Quicken for Windows and your issue is with the Investing tab's Portfolio view

Click the Options gear icon and remove the checkmark from Show closed lots.

This will remove all securities which you have sold and no longer hold any shares for from the list.

If this does not answer your question, please provide more details.

markus1957 · September 2020

You can hide them in Security List, but cannot delete them if any transactions exist in a register.

Answers