I want to exclude certain stocks and money market fund and cash in my investing tab how do I do that

timman

I want to exclude certain stocks and money market fund and cash in my portfolio so when I update it I can see the total of everything without the cash portion

Jim_Harman

In the portfolio view, click on Customize.
Click on Securities
Un-check No Security (includes cash) and any money market funds you want to exclude

Jim_Harman

In the portfolio view, click on Customize.
Click on Securities
Un-check No Security (includes cash) and any money market funds you want to exclude

timman

Thanks, I notice on my portfolio on the bottom it shows the total amount of money i loss per day is there a way to make it show a percentage too like a percent of my portfolio

Jim_Harman

That would be the Day Gain/Loss (%) column in the portfolio view. Click on Customize to add that column.