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How to Generate Stock Holding & Contracting Reports
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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