New Securities In Investment Reports (7 Legacy Votes)
I have many custom investment reports. Whenever I add a new security, I have to determine for each report whether or not it should be included. It would be helpful if in the Customize screens there was a checkbox that if checked would include all newly added securities so that I don't have to update each report every time a new security is added. If the new checkbox is not checked then it should act just as it does now so that you can determine whether or not add this new security to the report.