Log into the Dyer & Blair Active Trader system

Navigate to **Reports** item on the side menu, click the Drop Down button and Click **"Stock Holding"**

You will get a summarized report of the securities you own

**To export your Stock Holding Report**, click on the arrow highlighted below

dyerandblaironline.com

This guide provides step-by-step instructions on how to generate stock holding and contracting reports using the Dyer & Blair Active Trader system. 

It explains how to access and export summarized reports of the securities you own, as well as detailed breakdowns of brokerage, levies, and settlement amounts for executed trades. 

By following this guide, you can easily obtain and download these reports in various formats for your portfolio analysis.

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