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Filtering investments in Portfolio Editor

General questions about using Fund Manager that do not fit into any other forum.

Postby Vandring » Thu Apr 18, 2024 4:59 am

Is it possible to filter investments in the Portfolio Editor so that only investments with a value greater than 0 are shown? Without closing the investment?
Vandring
 
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Postby Mark » Thu Apr 18, 2024 1:00 pm

Hi Vandring,

You can do this by hiding investments with a zero value, and then not displaying hidden investments. Please see our tutorial on hiding investments.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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