Quote Loader - Add parameter to view and update Inactive Securities
When I have a Security added to an investment, there is the option on that Security to make it Inactive - see the Securities Detail Tab (Edit Security). Once the Inactive option has then been clicked, it is removed from visibility on the Investment and also from Quoter Loader so prices do not get updated. Could there be a parameter option to see and if required enable inactive securities to have their prices updated. Maybe also an option to how it is inactive - possibly greyed out as normal or a column to show it?
We dont want the prices to stop from being updated, its just not always active in an investment at that time
Thanks
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1 Posted by derekkent23 on 16 Apr, 2025 12:32 PM
I am not support staff, just a user.
Hi Rick
In Quote Loader there is a global setting under Parameters – Include Securities with no holdings? Tick this box. Any securities that now appear that you don’t want to retrieve set to Do not load otherwise set a Source.
Hope this helps.