Remove inactive portfolio from daily email on individual portfolio


Regarding the daily email sent, is there a way to filter out which portfolio to not send?

case in point: I have some portfolios which i sold all my positions. but i just want to keep the record hence not deleting the portfolio. but this will come up in the daily email as the portfolio is empty.

Thank you.

Hi there,

  1. Set the portfolio to be inactive with this →

  2. I think that would prevent it from showing up anymore in daily email. Honestly, I forgot :slight_smile:

ah forgot to add that in my initial post.

I have it set as inactive, but it is still sending me in my email update

This is my config if it helps

I see. Done. I have made some changes. You should stop seeing inactive portfolio in daily updates.

thank you! :smiley:

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