by Mark » Sun May 31, 2009 3:32 pm
Hi OnYourOwn,
For report display purposes, you can either hide the investments, or use that option (Do Not Display Investments With Zero Share Balance).
To hide an investment, right mouse click on it, and choose "Properties... / Other" and turn on the "Hidden" attribute. Now, the "View / Hidden Investments" option controls whether or not this investment will be displayed. To hide investments in bulk, based on share balance, you can use "File / File Operations / Hide Sold Investments...".
If you use the "Do Not Display Investments With Zero Share Balance" set it to "On Ending Report Date" if you want it to not display investments that own zero shares as of the ending report date. If you choose the "Over Entire Report Period", then if the investment ever owned any shares between the starting/ending report dates the investment will be displayed.
If you turn on "View / Hidden Investments/Portfolio", then all investments will always be shown, regardless of their hidden status or the number of shares owned.