Re: Hide sold investments

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Posted by Mark on August 23, 2007 at 10:25:07:

In Reply to: Re: Hide sold investments posted by David J Goldberg on August 23, 2007 at 08:16:22:

: Hi Mark
: Is really confusing, with the view/hidden investments/portf toggled
: they respond by either showing all or then hiding not only the investments sold but also some of the subportfoliosI suspect that may have something to do as to when they where created? but do not see any options? to adjust/modify.
: David

Hi David,

Do you have your sub-portfolios marked as "Hidden"? See the "Properties..." page for your sub-portfolios, and make sure they aren't marked as hidden.

To recap:

Both investments and sub-portfolios can be hidden. Investments can be hidden or un-hidden by using the "File / File Operations / Hide Sold Investments" menu command. You can set or check the status of any investment's hidden status under "Investment Properties... / Other". Sub-portfolios can also be hidden, and this property is set on the "Properties..." dialog for each sub-portfolio.

To control whether hidden investments and sub-portfolios are displayed, use "View / Hidden Investments/Portfolios".

Another technique you can use to quickly find all your hidden investments/sub-portfolios is to add the "Hidden" field to the Portfolio Editor list view, and turn ON "View / Hidden Investments/Portfolios". You can then quickly scan through and see all your hidden investments and sub-portfolios. To edit fields displayed in the Portfolio Editor use "View / List Columns...".

Thanks,
Mark
--
Fund Manager - Portfolio Management Software

Replies:

• Re: Hide sold investments David J Goldberg 11:27:57 08/23/07 (4)
  • Re: Hide sold investments Mark 11:51:07 08/23/07 (2)
    • Re: Hide sold investments David J Goldberg 12:28:30 08/23/07 (0)
    • Re: Hide sold investments David J Goldberg 12:27:23 08/23/07 (0)