Mark Holding as Exited or Inactive
Under Review
March 17, 2023
Groups should have the ability to mark a holding as "Exited" or "Inactive" in their investment holdings table.
Marking a holding as Exited would hide the row from view (but it would still be included in summary performance calculations).
Marking a holding as Inactive would hide the row from view as well (but it would still be included in summary performance calculations). However, this would trigger a notification to Clockwork to confirm if the entity should be marked as Inactive in Universe.