The Equities tab of the Investments View lists your current holdings in this Investment account. Right-click any of the investments to bring up the Investment Options context menu, where you can add, edit, or delete an individual investment from this account. Also, you can update the price of an investments here either manually or via its online source. In addition, it is possible to close an empty account, or to reopen a closed account.

If you choose to Edit an Investment, you will use the Investment detail wizard, which looks and functions just like the New Investment Wizard, as described in the previous section.

Right-clicking an entry in the Securities tab produces a Securities Options context menu, where you can edit or delete a security. Actually creating a security is done when you create an equity in an Investment account, and do not choose to reuse an existing security, as discussed above.