How do I use the Investing Goals tab to customize a report?

You can control which investing goals are included in a report or graph by modifying the type of goals selected in the Goal list.

Select Investing Goals

Select the investing goals you want to include in the report or graph. Including an investing goal means that the securities with that type of goal assigned will be computed as part of the report or graph.

To include securities with no investing goal assigned, select No Goal.