Securities
To track securities that you own, you must first create an investment account and then add several investment transactions to record the purchase of those securities. You can then monitor the performance of your holdings using Portfolio. You can also add securities you do not own but want to keep on a watch list to follow its quotes. Both types of securities are displayed in the main table of Portfolio. Three sample securities are displayed in the main table of Portfolio when you open it for the first time: YHOO, AAPL, and AMZN.
Adding a security you own
- Select Portfolio and open Action > Add Security or click the "+" button in the Item Editor.
- Enter the security's name, symbol, and quote (if the security is listed in Yahoo Finance, the quote will appear automatically). Make sure the symbol is correct.
or
- Select your investment account and open Action > Add Transaction or click the "+" button in the Item Editor.
- When entering the transaction information, enter the symbol of the new security in the Security field. The new security will automatically appear in the main Portfolio table, but you will have to enter its full name later.
Adding a security for quote following
- Select Portfolio and open Action > Add Security or click the "+" button in the Item Editor.
- Enter the security's name, symbol, and quote (if the security is listed in Yahoo Finance, the quote will appear automatically). Make sure the symbol is correct.
- As you do not own the security, Cost, Shares, Market Value, and Gain/Loss fields will contain the number 0.00.
Editing security information
- Double click on the security or select it in the Portfolio and open Action > Edit Security.
- Edit the appropriate information.
Deleting a security
- Select the security in Portfolio.
- Right-click or open Action, and select Remove Security.