Occasionally you may encounter clients with portfolio holdings with a value of zero and you may wish to exclude this holding.
When viewing all investments on a client's detail page, one may come across investments with no unit balance.
For a cleaner view of portfolios, these zero value investments can be excluded from the list.
- When inside the Client Record, select Financials > Investment Portfolio
- Select View All Investments > Filters
- Inside the filtering options, you will see a tick the box to "Exclude zero value investments"