Similar to the Showing Open and Closed Positions button I’d find a Showing Continuous Holdings button useful. For example when I am looking at how my holdings have performed over 5 years I only want to see those holdings I have held for at least 5 years not those I have recently added. That would clarify the relative performance for decision making.
Related topics
| Topic | Replies | Views | Activity | |
|---|---|---|---|---|
| Option to only show existing holdings when applying labels ? | 2 | 417 | 31 August 2021 | |
| Number of shares held >12m | 0 | 299 | 22 December 2022 | |
| How to view which securities have been held for over 1 year? | 3 | 466 | 5 August 2021 | |
| Highlighting closed positions | 0 | 439 | 27 December 2021 | |
| View a holdings under a "consolidated view" | 0 | 291 | 27 October 2022 |