Add/Remove Items

Depending on the choice you make in the Type menu, the way you add items to graphs is different:

 

Mutual Fund, Stock, Variable Annuity, Variable Life, ETF, Closed-end Fund, and Separate Account:

Find by Name:

  1. Click Name.

  2. Click Begins with to type the first few letters of the security name.

-OR-

Click Contains and type at least four letters contained within the security name. (For example, you could type gold to find all the funds with the word ‘gold’ in their titles.)

  1. Click Go. The results of the search appear in the Available Records box.

  2. Select the securities to add, then click . They appear in the Selected Records box.

  3. Click OK.

 

Find by Ticker:

  1. Click Ticker.

  2. Type the ticker symbol in the box provided, then click Go. To enter multiple tickers, simply separate with commas. The results appear in the Available Records box.

  3. Select the securities to add, then click . They appear in the Selected Records box.

  4. Click OK.

 

Find by Policy: (Variable Annuity and Variable Life Universes only)

  1. Click Policy.

  2. Type the first few letters of the policy name in the box, then click Go. The Select Policy dialog box appears.

  3. Select a policy from the list, then click OK. The subaccounts within that policy appear the Available Records box.  

  4. Select the subaccounts to add, then click . They appear in the Selected Records box.

  5. Click OK.

 

Index and Category Average:

  1. Click Name.

  2. Click Begins with to type the first few letters of the index or category name.

-OR-

Click Contains and type at least four letters contained within the index or category name.

  1. Click Go. The results of the search appear in the Available Records box.

  2. Select the indexes or categories to add, then click . They appear in the Selected Records box.

  3. Click OK.

 

 

 

To remove items from a graph: