In microsoft.public.money, <--> wrote:

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In the left column of the Portfolio display, click where it says
"See a different view." In the list that displays will be "Show
Closed Positions" which can have a checkmark next to it, or not.
Select the item to toggle the checkmark.

Hi,

I went to the Portfolio section, but could not find the option to show only
open positions. Can you elaborate a bit, please? Thanks.

"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:33fg70df6nlldk70g46hnq5bf2r19re4b6[at]4ax.com...
- quote -

In microsoft.public.money, <--> wrote:

- quote -

Consider going to the Portfolio view, and customizing it as desired.
There you can choose to deselect
SeeADifferentView-> ShowClosedPositions.

When I open the report "Performance by Inv.Account" report and select the
date as "Current year", it includes all investments irrespective of whether
I own those during the selected timeframe. Other than, removing the
selection of each fund/stock that I dont own, is there a way to blanket
select "all owned stocks in that timeframe"?

If I use the manual selection/de-selection, everytime, I add or remove the
fund/stock, I have to cusotmize the report. Any ideas?

Thanks.