To create a custom view in Accounts, do the following:
In the left navigation pane, click Portfolio Management. The Portfolio Management tab opens.
In the left-hand column, click Accounts. The Accounts spreadsheet opens, listing all of your saved accounts.
Double-click on an account. The account opens to the Holdings Summary screen.
On the Action Shortcuts toolbar, click Edit View. The Select Data Points dialog opens.
Click the Universe arrow to select from which existing views to choose data points for your new custom view. Choose either Standard Views or Custom Views.
Click the List arrow to select the view (including custom views) from which you want to select your data points. The data points included in the list display in the box below.
Select data points to include in your custom view by highlighting them and then clicking Add. (You can also move items to the Selected Data Points box by double-clicking.)
Use the up and down arrow buttons to the right of the box to arrange the data points.
When you have added all the data points you want to include in the layout and arranged them in the preferred order, click Save. The Save As dialog opens.
In the Name box, enter a name for this custom view.
Click Save+Close to save the custom view and return to the Holdings Summary. Click Save+New to save the custom view and return to the Select Data Points dialog to create another view.
To use a custom view, do the following:
Click the View arrow and select My Data Set.
The Open From dialog box opens. Highlight the data point list (aka custom view) you want, and click OK.