I suppose I should pester Fidelity support, but I know there are some wizards in the use of the Fidelity Fixed Income Analysis tool here.
I can't seem to get hypothetical positions to behave. I bought several new issue bonds that don't show up in my positions list (yet) so I added them as hypothetical positions to see what they do to my overall coupon rates etc.
My malfunction is I can't delete the hypothetical holdings back out of the portfolio. I have to go in a de-select hypotheticals when generating the cash flow analysis... which gives the intended result... but there has got to be a way to delete hypothetical holdings as part of routine housekeeping.
What am I missing to delete hypothetical holdings out of the list of holdings?
I can't seem to get hypothetical positions to behave. I bought several new issue bonds that don't show up in my positions list (yet) so I added them as hypothetical positions to see what they do to my overall coupon rates etc.
My malfunction is I can't delete the hypothetical holdings back out of the portfolio. I have to go in a de-select hypotheticals when generating the cash flow analysis... which gives the intended result... but there has got to be a way to delete hypothetical holdings as part of routine housekeeping.
What am I missing to delete hypothetical holdings out of the list of holdings?