View only unit held currently in MF or stocks #320
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gvijayakumar-16
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Hi,
Is there a way to view only the investments currently being held?
Scenario
If I have 100 units in mutual fund X and I sell all 100 of them, they are still visible in the assets page. Is there a way to exclude this from the view?
Reason: When doing a reconciliation of under performing funds by sorting them by xirr or returns, they are visible and need to be skipped from the process. Anyway to do this? The same goes for stocks as well
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