Hide unused securities in the security price update extension
I don't want to delete currently unused securities because there are historical transactions associated with them, but when updating security prices, I don't want the list to be polluted with those not currently in use. Is there a way to hide unused securities in the security price update extension?
Comments are currently closed for this discussion. You can start a new one.
Keyboard shortcuts
Generic
| ? | Show this help |
|---|---|
| ESC | Blurs the current field |
Comment Form
| r | Focus the comment reply box |
|---|---|
| ^ + ↩ | Submit the comment |
You can use Command ⌘ instead of Control ^ on Mac
1 Posted by dwg on 27 Jul, 2023 11:21 PM
It is a requested feature but that is as far as it has gone.
User will often rename the security, say by putting a Z as a prefix to make it appears at the bottom of the list and hence out of the way.
2 Posted by dtd on 27 Jul, 2023 11:43 PM
just a user - I can't speak to QER, but with Quote Loader you just uncheck the box of "Include Securities with no holdings" in parameters.
3 Posted by dwg on 28 Jul, 2023 03:14 AM
In the Q & ER extension if you select only show securities I own it should not show securities you have sold.
System closed this discussion on 27 Oct, 2023 03:20 AM.