Hide Old Securities

Keithe's Avatar


06 Oct, 2017 08:43 AM

Apologies if this has been on before but I can't find anything. Ive recently started and imported my investment history from Quicken. It seems most security pages show every security ever held. Can I reduce this to just securities currently held i.e. keep the history but just display current holdings? I can see the ability to do this for the summary page prices, although its a pain as I have to go into each stock. Primarily it would help on the enter security prices extension, but others as well.

For feedback it would have been nice to know that you can't download UK fund prices

  1. 1 Posted by -Kevin N. on 07 Oct, 2017 04:16 PM

    -Kevin N.'s Avatar

    Hi keitheggar,

    Although this workaround does not hide old securities, it relegates them to the bottom of listings.

    Append a 'z' to the begining of the name of old securities. e.g. zMicrosoft, zFidelity Mutual Fund.

    Security naming follows ASCII rules so the 'z' securities with land at the bottom of lists and out of the way.

    Yes, it does require revisiting each security but it's a one-and-done operation.

    -Kevin N.
    (not a member of MD support)

  2. 2 Posted by Keithe on 08 Oct, 2017 10:21 AM

    Keithe's Avatar

    Kevin thanks for the workaround. I'll do that for now and hope a more graceful solution is developed.

  3. 3 Posted by Alan on 11 Oct, 2017 12:39 PM

    Alan's Avatar

    I imported over 20 years of data from Quicken and the list of outdated stocks is extensive. The workaround is burdensome and will have to be repeated as stocks are sold. Need to have ability to look at current stocks and also a watchlist for stocks being followed. Also, need to have the day change with the price.

  4. System closed this discussion on 10 Jan, 2018 12:40 PM.

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