Re: Selectively Hiding Investments in Reports

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Posted by Mark on August 19, 2006 at 22:38:50:

In Reply to: Selectively Hiding Investments in Reports posted by Steve on August 19, 2006 at 18:55:40:

: Mark,

: After reviewing the FM documentation on hiding investments, it is still unclear to me whether investment positions in Portfolio Reports can be SELECTIVELY hidden. What I am attempting to do is hide all investments that were sold longer than a year ago, but show investments that were sold within the past 12 months thereby affecting investment returns. Is it possible to use the hide function in this manner, and if so, how?

Hi Steve,

Yes, you can hide any investment you want. Just right mouse click on it, and choose "Investment Properties... / Other / Hidden". You control whether hidden investments are displayed or not with "View / Hidden Investments".

I suspect you have been looking at "File / File Operations / Hide Sold Investments...". This command hides investments in bulk that match the criteria you set. In addition you can also manually adjust this hidden attribute on an investment by investment basis under the Investment Properties dialog. This menu command is just turning on this same property.

Thanks,
Mark
--
Fund Manager - Portfolio Management Software

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