•I have equities going back to 1993 in Sharesight.
Some (not all) of those equities have been fully sold and are no longer relevant for tax purposes.
Nevertheless I want to be able to run “Performance Report” for all holdings including those closed portions of holdings which still have some parcels remaining.
As a workaround I run the report with “include closed” but have a label on those equities that have zero units now. Thereby I can run the report just for existing holdings but include those bits that have been sold without including Equities that have been fully sold.
I would very much like to be able to archive (or move to a pseudo “history” portfolio) all those equities that now have zero units held, while retaining those that still have some units (including keeping the closed portions of those holdings – for full history reporting).
For my purposes, I’d probably archive anything that has been fully closed for more than 5 years.
Another way around this would be if Sharesight allowed moving of holdings between portfolios - then we could create our own “History” portfolio and move those holdings out of our regular portfolios.