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Closed Positions

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Postby chris319 » Mon Feb 14, 2022 2:33 pm

In the portfolio performance report, how can I include closed positions/investments in the report?
chris319
 
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Postby Mark » Mon Feb 14, 2022 3:52 pm

Hi chris319,

If you've hidden these investments, turn on "View / Hidden Investments/Portfolios".

If these investments aren't hidden, go to "Options / Report Preferences... / General / Investment Display / Do Not Display Investments with Zero Share Balance:" and set it to "Never (show all investments)".
Thanks,
Mark
Fund Manager - Portfolio Management Software
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