Hide unused securities in the security price update extension

(anonymous)'s Avatar


27 Jul, 2023 11:18 PM

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?

  1. 1 Posted by dwg on 27 Jul, 2023 11:21 PM

    dwg's Avatar

    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. 2 Posted by dtd on 27 Jul, 2023 11:43 PM

    dtd's Avatar

    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. 3 Posted by dwg on 28 Jul, 2023 03:14 AM

    dwg's Avatar

    In the Q & ER extension if you select only show securities I own it should not show securities you have sold.

  4. System closed this discussion on 27 Oct, 2023 03:20 AM.

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