Can you remove securites from the security detail page if stock amount is zero?

dtd's Avatar


20 Sep, 2022 01:57 AM

This is similar to summary page zero amounts.

I don't see an easy way to do this, it if is possible at all.

  1. 1 Posted by Stuart Beesley ... on 20 Sep, 2022 06:18 AM

    Stuart Beesley (Mr Toolbox)'s Avatar

    Which page exactly?

  2. 2 Posted by dtd on 20 Sep, 2022 07:10 AM

    dtd's Avatar

    Go to any investment account. Go to security detail. You get a pick list (for me, the first one is always old and zero, but that’s not pertinent)

    It would be nice if the pick list could be culled by saying “don’t show securities with a zero value.

  3. 3 Posted by Stuart Beesley ... on 20 Sep, 2022 07:15 AM

    Stuart Beesley (Mr Toolbox)'s Avatar

    got it..

  4. 4 Posted by derekkent23 on 20 Sep, 2022 07:19 AM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi dtd

    The drop down list on the Security Detail tab as you say includes all securities. You cannot remove a security were it contains transactions, even if it now has zero shares.

    Some user rename the securities to start with a Z so they are all at the bottom of the drop down list.

    Hope this helps.

  5. 5 Posted by dtd on 20 Sep, 2022 07:46 AM

    dtd's Avatar

    Yes, that’s what I thought, I have tons of matured cds, and some stocks I abandoned (sold) years ago.

    So I guess I could do ZOLDCD - kdkdkdkkdkdkdk

    But I probably won’t bother. It’s just a pain walking through them. It would be nice if you could even do “inactive”

  6. 6 Posted by dwg on 20 Sep, 2022 07:50 AM

    dwg's Avatar

    A hide option for securities is one of those things that has been requested.

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