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.
