Manually update prices


P

Peter

When you choose to update investments manually, a small box appears
and you then pick from a dropdown list those investments you wish to
update.

Can anyone please advise how I may remove/delete investments from that
drop down box?


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Cheers

Peter

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G

Glyn Simpson, MVP

The easiest way is to go to the portfolio, select the work with investments
option and delete the investment.
 
P

Peter

The easiest way is to go to the portfolio, select the work with investments
option and delete the investment.
I'd like to be able to do that, but there are more companies there
than i have investments at present. I would like to delete the ones I
no longer hold.


--
Cheers

Peter

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P

Paul Warwicker

Glyn Simpson said:
The easiest way is to go to the portfolio, select the work with investments
option and delete the investment.
I have found that this does not delete everything completely as you
might expect.

One of my funds changed names and I foolishly entered a new one rather
than rename the existing one. So I ended up with two investments one of
which I deleted as you suggested. But somewhere it retains these details
because I now cannot rename the old one to the new name, despite it not
appearing anywhere in transactions, price history or anywhere I can see.

It's a minor thing but if anyone knows how to resolve this I'd
appreciate it.

paul
 
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P

Paul Warwicker

I have found that this does not delete everything completely as you
might expect.
...
somewhere it retains these details because I now cannot rename the old
one to the new name

Sussed it. Although I could not rename "old" to "new", I could quite
bizarrely add "new" back in quite happily.

Once I had done this I could rename "new" to "newxx", then rename old to
new, then delete newxx!! So I get the right name and keep the price
history :)

A bit convoluted but never the less, someone else may find it useful...

paul
 

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