Your comments

I think what you are originally asking about is filtering between closed and open stocks.

If you go to transactions, you can filter just like this:

To only see transactions for active stocks, click on Active Stocks.


There was an error which we fixed.

Now showing the correct number.

For the stock to be on the list:

1. has to be active. Not sold.

2. has to have transactions. If no transactions, it is not counted as the portfolio does not know the gains.


It completely deletes the stock and transactions from the portfolio.

I've previously looked into this but the charts are the easiest, because a single annualized data is harder than it seems because there are many factors to consider for just this one calculation.

A lot of it has to do with dates, transactions, cash, splits, divs, buy outs, gone private, special situations and more if you do options, leverage etc.

One of the reasons why brokerage accounts can't give proper annualized performance numbers too, and they are the ones with all the details.


Right now, we don't have industry average data. Not a data point we can easily grab from any financials and requires more data subscription. In order not to raise additional membership costs, we'll wait and see how big the demand for this is.

Looking into what the issue is with HUM.

For 1yr sales percentage changes, it's listed under "Sales Percentage Change TTM, ANN"

For EPS growth, it is listed as "Growth Estimate %, Next Year" under Estimates. The name for this is different as it fits with the other name conventions within the Estimates group.

In edit transaction you can filter using a checkbox - you can clear active or inactive stocks, as well as check or uncheck all the tickers in your portfolio.