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Portfolio Basics

Portfolios track the value of your investments and their historical performance.

  • Getting Started with Portfolios
  • Investment Metrics - Current Holdings
  • A Portfolio's Historical Market Value Chart
  • Investment Categories in a Portfolio
  • Managing your Cash Balance
  • Remove the Cash Balance Line from a Portfolio
  • Entering Buys and Sells
  • Entering Dividends, Capital Gains and Return of Capital Transactions
  • Tracking Dividend and Fixed Income Investments
  • Entering a Stock Split
  • Split a Dividend Between Reinvestment and Cash
  • How To Handle Uneven Stock Splits
  • Entering and Closing Short Sales
  • Entering Corporate Actions and Spin-Offs
  • Recording Mergers and Acquisitions
  • Recording Tax Paid
  • Modifying a Transaction from the Prices View
  • Modifying a Transaction from the Transactions Report
  • Delete a Transaction or Holding
  • Changing a Holding's Ticker Symbol
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Categories

  • Alerts
  • Brokerage Import
  • Charts
  • Getting Started
  • On-Line Sync
  • Portfolio Basics
  • Portfolio Management
  • Reports
  • Tracking Different Security Types
  • Troubleshooting Data Issues
  • Watchlists
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