I have successfully downloaded one of my portfolios in the trial FM. I notice that it shows a fund that is a CD and is fully paid up and no longer on my portfolio list at the broker.
Can I delete this and arrange for it not to show up any more?
Thanks for any advice.
Edit: It also shows a stock that has been sold. Both items show zero total but they do show up.
Also (sorry about this ) does the program download cost basis info?
I see that under Properties on those investments, I can hide and uncheck retrieve prices. Great.
The CD was causing as issue as the name/fund number couldn't be found.