Under a sim/port Transactions->Realized listing, filtering by Sector Name=Financial shows no stocks. However, Sector Name=Finance does.
Since the Sector Code name is Financial, I was expecting that to work. Where did the name Finance come from?
Isn’t the correct Sector name Financial?
Finance is the name and FINANCIAL is the code. You can see them if you go to the Full Description for the Sector factor in the reference.
https://www.portfolio123.com/doc/doc_detail.jsp?factor=Sector
Unusual choice unless sector description names can contain wildcards. I don’t remember using sector description names elsewhere in p123. Sector code names, yes. All the time.