Remove unwanted securities from an investment report

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

1. With the report open, click Customize.

2. Select the Securities tab.

3. In the Select Securities list, do one of the following:

   • Click a security to select it (include it in the report).

   • Click a selected security to clear it (exclude it from the report).

4. Click OK to apply your changes.

The report refreshes to include only the securities you selected.