Hi, I have an issue with stocks not displaying in the “Overview” even though they have positive balances. The Buy and Div data is all displayed cleanly in the “trades and Income” section. I have changed the “group by” filter settings (to “do not group”) and this fixes the issue for two of the stocks, but causes other stocks to disappear from “Overview” page. Any tips appreciated. JG
Hi @ezosan any limitations associated with the original portfolio owner’s account will also apply to the shared portfolio. If you need further assistance, please don’t hesitate to get in touch with our support team.