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