how to keep track of sold shares

[Erik]

Hi,
I am looking for an easy way to keep track of shares that I sold. Just to see whether selling them was a wise decision on the long(er) run. Or whether I should better buy a monkey and let him decide in future

I was thinking of creating a shadow-portfolio just for that purpose. What would be a fast way to get all sold investments + shares in there..? Any ideas?
Thanks & regards,
Erik

[Mark]

Hi Erik,

A couple of options:

1) Use File Explorer and go make copies of the investment files you want to watch. Open up these copies in this new sub-portfolio, and then go delete the sell transaction.

2) The same idea as #1, but you can use "File / File Operations / New Investment from Existing..." to do this. After duplicating all your investments, you again would go delete the sell transactions from these copies.

[Erik]

Thank you Mark, that sounds easy.. I was afraid that copying + removing sold transactions would affect the original portfolio as well, but I understand now that creating new investments (from existing) is the way to go. Thanks, Erik