Hide, Reveal and Unhide one or more financials from the Financials page or the Asset-Map page
Overview
The Hide, Reveal and Unhide feature in Asset-Map allows you to quickly hide, reveal and unhide financial instruments on the Financials page and Asset-Map Report page. This gives you more flexibility and control over which financials are displayed and included in financial calculations and reports.
Important Note 1: Hidden financials are no longer calculated: Even though technically the financial is still on the map, once a financial instrument is hidden, with the exception of the Target-Maps™' What you Have page, the financial is no longer available for use on Asset-Map Platform until it is unhidden.
Important Note 2: Hiding imported financials: Sometimes it is helpful to hide financials that are imported from integrations. Though the linked financials are hidden and are no longer part of calculations, they will still update behind the scene upon synchronization without making a new financial tile. If an imported financial tile is deleted from a map, the sync will recreate the financial. Hiding the financial instead eliminates the inconvenience.
Hide a Financial Instrument(s)
This is accomplished from the edit window of the financial instrument or from the Search and Select Tool on the Financials page and Asset-Map page.
Edit window
Open a Financials' edit screen. This can be accomplished by clicking on the tile on an Asset-Map, or on the pencil icon on the Financials page.
Click the Hide checkbox on the bottom left of the modal.
Click ‘Update’.
Search and Select Toolbar
Chose multiple instruments to hide using the Search and Select toolbar.
Click the icon in the upper right corner to open the toolbar.
On the map, choose the instruments you want to hide by clicking on them.
Then, select "Hide" from the toolbar menu.
Reveal a Financial Instrument(s)
Right Click Menu Option
Using the right-click menu option on the Financials page or Asset-Map page. The right click menu will display an option to "Show Hidden". Clicking Show Hidden will reveal the instruments as a shaded financial item.
Using the Search & Select tool on the Asset-Map
Reveal hidden financials on the map by clicking the Search & Select icon in the upper right area.
Unhide a Financial Instrument(s)
Unhiding a hidden financial is a two-step process: Reveal and Unhide
Reveal what you have hidden. Revealing does not allow the financial to calculate or be present in reports.
Unhide to display the tile and use in calculations and reports.
On the Asset-Map:
Begin by using the right-click (alt-click) menu or the Search & Select toolbar menu to reveal the hidden financial.
After revealing it, the financial will show up as a shaded tile on your Asset-Map.
To eliminate the shading, click on the tile while in Search and Select mode, which will apply a check mark to it.
Once it’s "checked," use the unhide option in the Search and Select tool menu to display the hidden tile.
On the Financials page:
Right click (or use the Actions menu) on a blank area of the Financials page. Then select Show Hidden to reveal the Hide column and uncheck the hidden financials.
9/2025