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View Security Details

Another way to work with the securities in your Portfolio window is to zoom in on individual securities to get more information. The security details include the setup information for the security; a graph of the security’s performance; and a list of the transactions that you have made with that security.

To view security details on Windows, click the portfolio account in the Account Bar, then click the Summary tab. In the list of securities, the date of the security will be blue and underlined, indicating that it is a link. Click the link. The security detail window opens.


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