Hide a holding or leave it out of net worth

Every holding, plan and account drawer in Investments has two checkboxes. They do different things.

Hide from table

Hide from table takes the row out of the table you are looking at. It still counts in every total, including your net worth.

1. Select the row to open its drawer.
2. Tick Hide from table and save.

To see hidden rows again, select Show hidden above the table. Hidden rows appear dimmed. Open one and untick Hide from table to put it back.

Exclude from net worth

Exclude from net worth keeps the item out of your net worth on the dashboard and the Portfolio page. Use it for money you track but do not count as yours, such as an account you manage for someone else.

1. Select the row to open its drawer.
2. Tick Exclude from net worth and save.

The item still counts everywhere in Investments: in the totals, the day change and the Performance charts. The summary line names how much of the total is excluded from net worth, so the gap between Investments and your dashboard is explained.

You can also exclude a whole group of accounts from the Portfolio page.