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- Choose Investing tab > Tools > Security List.
- Click Edit Security Details.
- Click the name of any security.
- Click Edit Security Details.
- In the Edit Security Details dialog, click Other Info.
- In the Additional Security Information dialog, click Edit Goals. If the Investing Goal List isn't available, you need to first create an investment account.
- As necessary, create, edit, or delete investing goals.
- Click New to add a new investing goal.
- Click Edit to change information about an investing goal.
- Click Delete to remove the currently selected goal from the list.
- Click the Print icon to print the Investing Goal List.
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- To assign a goal to a security, edit the security.
- To organize an investment report by goal, open the report (choose Reports menu > Investing, and then choose a report), then click Customize, and for Subtotal By, select Investing Goal.
- To organize the Investment Performance Graph by goal, choose Reports menu > Investing > Investment Performance, then click Show Graph, if the graph is not already displayed.