If your investment report shows stocks or other securities you don’t want to include, you can filter the report to show only the securities you choose.
Choose which securities to include
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With the report open, click Customize.
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Select the Securities tab.
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In the Select Securities list, do one of the following:
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Click a security to select it (include it in the report).
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Click a selected security to clear it (exclude it from the report).
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Click OK to apply your changes.
The report refreshes to include only the securities you selected.