All ideas
10 holding limit - Exclude Sold, not Active
Hi team, Could you please consider excluding SOLD holdings from calculations made with the free plan, rather than ACTIVE holdings? I imported my old ShareSight holdings sheet with 12 holdings in total. This included 2 older sold holdings, which were hidden from view by default. It took me forever to figure out why 1 of my active holdings was always showing ZERO in the portfolio summary. Thanks in advance.