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.