Deleting Investments for closed positions

I recently discovered that it's possible to delete old investments
(closed positions).  One advantage to doing this is that the "Best and
worst performers" on the home page will then only show current open
positions.  To me that's an advantage because I don't really care how
a closed position is performing.

I've confirmed that deleting the closed investments does not impact
the actual transactions.  The buys, sells, dividends, etc are still in
the account.

Are there any disadvantages to doing this that I haven't considered?

Thanks.

Jeff

0
jamacq1 (73)
2/3/2007 3:59:56 PM
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On Feb 3, 10:59 am, "Jeff M" <jam...@gmail.com> wrote:
> I recently discovered that it's possible to delete old investments
> (closed positions).  One advantage to doing this is that the "Best and
> worst performers" on the home page will then only show current open
> positions.  To me that's an advantage because I don't really care how
> a closed position is performing.
>
> I've confirmed that deleting the closed investments does not impact
> the actual transactions.  The buys, sells, dividends, etc are still in
> the account.
>
> Are there any disadvantages to doing this that I haven't considered?
>
> Thanks.
>
> Jeff

I guess I'll partially answer my own question.  I discovered that
doing so makes it so that you can no longer see the closed positions
in the portfolio by clicking "show closed positions".  This view is
sometimes useful to recall the return of a closed position within an
open account such as a brokerage account.

Is there any way to work around this and not lose the portfolio view
but to stop updating the investments?

Jeff

0
jamacq1 (73)
2/3/2007 8:01:42 PM
In microsoft.public.money, Jeff M wrote:

>On Feb 3, 10:59 am, "Jeff M" <jam...@gmail.com> wrote:
>> I recently discovered that it's possible to delete old investments
>> (closed positions).  One advantage to doing this is that the "Best and
>> worst performers" on the home page will then only show current open
>> positions.  To me that's an advantage because I don't really care how
>> a closed position is performing.
>>
>> I've confirmed that deleting the closed investments does not impact
>> the actual transactions.  The buys, sells, dividends, etc are still in
>> the account.
>>
>> Are there any disadvantages to doing this that I haven't considered?
>>
>> Thanks.
>>
>> Jeff
>
>I guess I'll partially answer my own question.  I discovered that
>doing so makes it so that you can no longer see the closed positions
>in the portfolio by clicking "show closed positions".  This view is
>sometimes useful to recall the return of a closed position within an
>open account such as a brokerage account.
>
>Is there any way to work around this and not lose the portfolio view
>but to stop updating the investments?

If you are referring to price updating, blanking the symbol in the
investment Details works in all versions.
0
via_newsgroup (13114)
2/3/2007 8:08:13 PM
Jeff,

> Is there any way to work around this and not lose the portfolio view
> but to stop updating the investments?

When viewing your entire portfolio, under Common tasks (left side panel)
click on Update prices and choose Pick quotes to download...

-Kevin


0
nospam7515 (2084)
2/4/2007 2:10:54 AM
Reply:

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