Bulk Edit Securities?

tgilbert666's Avatar


13 Dec, 2019 02:40 AM

I'm a QKN to MD adventurer and am having incremental success, but I'm wondering if there's a bulk editing method for my hundreds of securities imported from Quicken. Admittedly many of them are historic, which is why I'd like to find a simple way to remove a significant selection of them from the Summary Page. I'd also like to be able to (selectively) bulk change them from "Avg. Cost" to "Lot Matching" but I can only discover how to do this laboriously one-by-one? (I'm on MD 2019.3 (1880) on Win 10 with the Quotes & Exchange Rates Extension enabled - although I suspect that last is irrelevant).

  1. 1 Posted by tgilbert666 on 13 Dec, 2019 02:42 AM

    tgilbert666's Avatar

    PS - I'm IT-savvy, so I probably don't need detailed instructions, just a nudge in the right direction.

  2. 2 Posted by derekkent23 on 13 Dec, 2019 09:22 AM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi tgilbert666
    As far as I know there is no way to make bulk changes to either of the things you want to change unless you can write python scripts, even then I can’t confirm it can be done.

    The quickest was to remove securities from the list of securities on the Summary page in the stock price section is to click on each security you don’t want to appear, then EDIT and untick its “Show on Summary” page box.

    However, if these are the same securities you want to change from "Avg. Cost" to "Lot Matching" then selecting each security in the security detail window and the then using the HISTORY – EDIT button then untick its “Show on Summary” page box and then EDIT SECURITY button for "Avg. Cost" to "Lot Matching" is probably quicker.

    Hope this helps.

  3. System closed this discussion on 13 Mar, 2020 09:30 AM.

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