removing securites

Blair's Avatar


28 Jun, 2021 11:59 AM

Good day! I have a bunch of securities that came in via a TD Ameritrade import. Please see attached.

I want to delete them because there is no detail info, like name, When I go to delete them, it says "Cannot delete currency that is in use."

  1. 1 Posted by Blair on 28 Jun, 2021 12:17 PM

    Blair's Avatar

    I found the toolbox. Ran it against one of the securities listed. It reports a transaction with a Zero 0.0 balance. I do not see that transaction. Is there a way to make it visible so it can be deleted?

  2. 2 Posted by Blair on 28 Jun, 2021 12:19 PM

    Blair's Avatar

    never mind.... i found a way to delete right from the portfolio


  3. 3 Posted by Stuart Beesley ... on 28 Jun, 2021 12:47 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    Toolbox 🧰 +1 😃

  4. Maddy closed this discussion on 28 Jun, 2021 01:00 PM.

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