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Globally Exclude From Performance

This securities setting lets you globally exclude a security from performance for all your accounts at once. This means you won't need to remember to set the exclusion for every new account.

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For more information about maintaining securities, see Maintain Securities.

For more information about using securities, see Learn More About Assets, Liabilities, Securities, and Categories.

For more information about marking securities as unmanaged and how reports display unmanaged assets, see:

• How Reports Handle Unmanaged Assets
• Exclude Cash or Other Securities from Performance
• Exclude From Performance/Exclude ALL Securities From Performance