Graph error on HOME dashboard graphs

Derek Marsano

Under "Customize View", I have added several graphs, including:

• Portfolio Value Graph by Account
• Portfolio Value vs. Cost Basis
• Net Worth by Assets and Liabilities
• Allocation by Security
• Allocation by Account

For each report, I click the "gear" icon, then "Customize this graph". I select Securities tab → Include all securities. Later if add a new security, and then return to the graph, the Include all securities selection changes to Include only selected securities. I then have to re-select Include all securities.

NotACPA

Yep, that's how it works. The "include all" choice doesn't carry forward.

I'd suggest that you start an IDEA post to bring this up.