Page 1 of 1
Option to display only current securities
Posted: Mon 24 Aug, 2026 11:02 am
by Wealdman
I should really like it if there was an option not to display securities having closed positions. These are currently shown as greyed-out but not seeing them at all would be huge improvement.
Re: Option to display only current securities
Posted: Mon 24 Aug, 2026 12:13 pm
by Campbell
It's perhaps not as intuitive as it should be, but if you right-click in the Portfolio Holdings view, select Accounts > Hide Closed Accounts, the securities you no longer hold should be hidden from view.
Re: Option to display only current securities
Posted: Mon 24 Aug, 2026 1:40 pm
by Wealdman
Many thanks. Easy when you know how!
I had expected to find the switch in Settings > Portfolios.