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Securities Detail



The Securities Detail screen can be accessed by clicking on its tab from an investment account view.

Once a security or stock has been added to your portfolio, the Securities Detail screen will provide information on share price and allow you to interact with the security. You can interact by buying, selling, looking at the security's history, or updating the security's history. There are many other functions you can use as well. The screen also provides you with a graphical summary of performance or trading volume. In addition, the screen will display a summary of the transactions you have made with this instrument.