Re: hiding sold investments from portfolio editor

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Posted by Mark on July 30, 2006 at 20:48:49:

In Reply to: hiding sold investments from portfolio editor posted by steve on July 30, 2006 at 20:41:52:

: when i have fully sold a stock, how can i remove the stock from the portfolio without changing the "portfolio performance report" to change?

: example:
: 1. bought 100 shares ABC @ 10 and sold all shares at 15
: 2. this is reflected on the port editor window as 0.00 shares @ 15 with a value of 0.00.
: 3. when i "close" this investment because i no longer hold the shares, i find that the "invested value" on my "portfolio performance" report changes.

: why does this happen? please advice. thanks.

Hi Steve,

Instead of closing the investment, you can "hide" it. Hidden investments will not have their own line item in most reports, such as the Portfolio Performance report, but the historical value of this investment will still remain in the portfolio based figures.

To hide an investment go to the Investment Properties... dialog and select the "Other" tab. Turn on the "Hidden" property. You can also use the menu command "File / File Operations / Hide Sold Investments..." if you have several that you'd like to have hidden automatically for you.

You can control the display of hidden investments using "View / Hidden Investments" on the main menu. Normally you'll leave this off, but you can turn it on to temporarily see all investments, including the hidden ones.

Thanks,
Mark
--
Fund Manager - Portfolio Management Software

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