tag:infinitekind.tenderapp.com,2009-01-14:/discussions/investments/5266-new-security-does-not-show-in-portfolio-reportInfinite Kind: Discussion 2021-02-03T18:59:40Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/484615942020-07-14T07:14:42Z2020-07-14T07:14:42ZNew security does not show in portfolio report<div><p>I am not support staff, just a user.<br>
Hi Bill</p>
<p>In the Portfolio report did you click EDIT and check that your new security is listed and ticked.</p>
<p>Hope this helps.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/484615942020-07-14T17:10:18Z2021-02-03T18:59:40ZNew security does not show in portfolio report<div><p>Derek</p>
<p>I had not done that. Why in the world would the software designer make a user jump through that extra step to get the system to work? I'm curious what infinitekind has to say about that.</p>
<p>Let me try that to see if it solves all my problems. Thanks</p></div>billandkarentag:infinitekind.tenderapp.com,2009-01-14:Comment/484615942020-07-14T21:22:42Z2020-07-15T01:11:22ZNew security does not show in portfolio report<div><p>I'm a fellow user.</p>
<p>The reports, even the template reports, remember the last settings used as a new security it was never used in a report before.</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/484615942020-07-14T23:42:34Z2021-02-03T18:59:40ZNew security does not show in portfolio report<div><p>Thanks guys...problem solved. I've made notes to remind me the next time I add a security.</p></div>billandkarentag:infinitekind.tenderapp.com,2009-01-14:Comment/484615942020-07-15T07:00:12Z2020-07-15T07:00:12ZNew security does not show in portfolio report<div><p>I am not support staff, just a user.<br>
Hi Bill</p>
<p>Glad we were able to help.</p>
<p>Have Fun, Stay Safe.</p></div>derekkent23