Yes! StratiFi now allows you to exclude certain positions, which may be adversely affecting the account Prism score, that you or a client may not want to reduce due to tax reasons or otherwise.
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Navigate into a client's record by clicking on the client's name
- Scroll to the bottom of the page to get to the accounts table
- Click on the name of an account that has a position you would like to exclude
- When the account overview page loads up, scroll to the bottom of that page where you see the holdings (Portfolio Value section)
- Click the Edit button
- You should see the positions table. To the right of the values of the holdings, there is an icon that you can click on to exclude a position.
