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Working with Securities
Add and edit securities data to optimize the information presented on reports. For additional information about indexes, see Working with Indexes and Targets.
- Overview of Security Types
- Security Details: Equities
- Security Details: Fixed Income
- Security Details: Mutual Funds
- Security Details: User-Defined
- Security Details: CDs
- Security Details: Mortgage-Backed
- Security Details: Unit Trusts
- Security Details: Options
- Security Details: T-Bills
- Security Details: Commercial Paper
- Security Details: Cash and Money Funds
- Security Details: Indexes