Old Securities

George Williams's Avatar

George Williams

02 Jan, 2016 08:00 PM

When selecting a security in a portfolio not only do current securities show up but all of the securities ever related to that particular portfolio. Due to record keeping I do not want to delete these stocks but it is a pain to sort though this list which can be long to pick the current investment. Is there a way to hide these stocks that are no longer in use perhaps like the process with categories. Thanks- G

  1. 1 Posted by dwg on 02 Jan, 2016 08:16 PM

    dwg's Avatar

    I do not know of a way to currently do this. I believe this feature has been requested in other posts.

  2. 2 Posted by George Williams on 02 Jan, 2016 09:21 PM

    George Williams's Avatar

    Thanks for the quick response. Please add my request to which I am sure is a long list.- G

  3. 3 Posted by -Kevin N. on 02 Jan, 2016 09:34 PM

    -Kevin N.'s Avatar

    Hi George,

    What I do with old securities is to rename them with zzz appended to the beginning of the security name. e.g. zzzMicrosoft.

    Doing so relegates these old securities to the bottom of the securities drop-down list and out of the way.

    HTH -Kevin N.

  4. 4 Posted by George Williams on 04 Jan, 2016 05:13 PM

    George Williams's Avatar

    Thanks that will help.- Still need a real solutions however.- G

  5. Support Staff 5 Posted by Jenny on 05 Jan, 2016 01:16 PM

    Jenny's Avatar

    Hi George,

    There's an existing ticket in our ticketing system regarding this suggestion, so I've attached it to this discussion and I will pass your feedback to the developers. I will be sure to update you when this issue is resolved. Unfortunately we do not have a time scale for when this will be implemented.

    Please accept my apologies for any inconvenience caused.

    Jenny
    Infinite Kind Support

  6. System closed this discussion on 05 Apr, 2016 01:20 PM.

  7. System closed this discussion on 04 Mar, 2019 02:30 PM.

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