Choose which accounts to display in the
Portfolio Manager
- Go to the Portfolio Manager.
- In the left pane, under Common tasks, click
Change portfolio view, and then click
Customize current view.
- On the Accounts tab, select the check box for
any account you want to display, or clear the check box for any
account you want to hide.
- Click Save.
Note
Only displayed accounts are included in portfolio value
calculations, printed reports, and the portfolio review.
Tips
- To display or hide a watch account
(
An account in the Portfolio Manager that you can use to track
investments that you don't own. ) , under Common
tasks, click Change portfolio view, and
then click Show watch accounts.
- To display or hide closed positions, under Common
tasks, click Change portfolio view, and
then click Show closed positions.
