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*Some* Hidden Investments Appearing in Report ...

Questions on using, creating, or understanding data in Fund Manager reports.

Postby El Wealtho » Tue Feb 06, 2018 6:25 am

... others are properly not displayed.

View > Hidden Investments/Portfolios is unchecked.

Don't recall having this issue before.

Thx
El Wealtho
 
Posts: 67
Joined: Sat Jan 04, 2014 8:36 am

Postby Mark » Tue Feb 06, 2018 10:06 am

Hi El Wealtho,

These investments may have had some activity within the report's date range. See the option:

Options / Report Preferences... / General / Display Hidden Investments with Activity

This is a new option to FM 2018 and meant to make sure you always see investments that are relevant to a report you're looking at. It used to be a common problem that hidden investments with value wouldn't be displayed, so portfolio sums would not add up to the sum of just the displayed investments.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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