I’m getting an increasing number of sold holdings on sharesight, as a result of watching Jim Cramer on CNBC . So my list of sold holdings is getting very long. At the moment I use a custom group to move them to a ‘Sold holdings’ group at the bottom of the page. I still want them included in my total return calculations.
Would anyone else find it handy to have a function that allowed sold holdings to be ‘hidden’ but still included in the portfolio return figures? It would just save a lot of scrolling. Like the hide functions you have in Excel etc. I know you can turn on and off ‘include sold and open positions’, but that doesn’t help when your list of sold holdings gets very long.
If you’ve completely sold out of the position, you can change the toggle above the performance graph to show open positions only (see below) which will show only the positions you currently hold.
Thanks Jack. I realise there is that functionality but I often want to know what my return is including sold holdings, however I don’t want to have all of them showing on my list of holdings. Hence why I was requesting having a functionality where you could hide holdings from view but still have them being included in your portfolio return.
Yes this is something I want too
I am trialing Navexa and they have this functionality
I want to include my sold positions in performance but don’t want to see the lines for all the individual trades
I’d be interested in your feedback re Navexa. I’ve got kids who can’t afford the full sharesight functionality and just generally interested in products out there. One thing I miss with sharesight is that they removed from the app the ability to see each portfolio return on the landing page. That was a big step backwards for the way I use the app and program.
One option might be to go to Custom Groups and drag the Sold panel to the extreme right. This will result in the sold positions being at the bottom of the screen. Still there - but not annoying and sitting above stocks in Groups you still hold.
I do that for a group of dud stocks that aren’t doing well - so I don’t see a list of red at the top of the screen each time I open the portfolio. Ha ha.
Thanks for that suggestion. I do that anyway. Was looking more for a ‘hide’ function, but not exclude from return calculations. We only have an exclude from returns function to get rid of the sold holdings of the list.
. So my list of sold holdings is getting very long. At the moment I use a custom group to move them to a ‘Sold holdings’ group at the bottom of the page. I still want them included in my total return calculations.