Editing a Risk/Reward Chart

To change the time period

• Click the Time Period arrow to select 3, 5, or 10 years.

To change the benchmark

1. Click Benchmark. The Benchmark dialog appears.

2. Click the Within arrow to select the type of benchmark you want.

3. Click the Find By arrow to select the method you are going to use to find the holding (which may include Name, Ticker, or Policy). If searching by name or policy, choose either Begins with or Contains.

4. Enter name or ticker in the Find box. Click Go. Matches will appear in the Available Records box.

5. Highlight the benchmark and click OK. Your new benchmark is selected.

See Also

To add an item to the chart

To delete an item from the chart

To print the chart