Portfolio

Portfolio works with your investment accounts to provide summary information about the securities you own. To view your Portfolio, select the Portfolio icon in the Manage Bar. Any securities associated with your investment transactions or entered directly into Portfolio will appear in the main table of Portfolio.

You can use Portfolio to download quotes, view gains and losses, chart the performance of your securities over time, and track the key information from the markets. You can also enter new transactions by right-clicking on one of the listed securities and selecting Buy, Sell, or Split.

The main page of Portfolio includes:

Portfolio calculates securities' values using information from the investment accounts. If, for instance, you add transactions (buy 9 AAPL shares and sell 4 AAPL shares) to an investment account, Portfolio shows that you own 5 AAPL shares and displays their cost value, market value, and gain or loss.

The main table of Portfolio contains several columns displaying the following information about each security:

The top of the main table of the Portfolio features two sets of options:

Historical performance of Portfolio
  1. Below the main table, on the left, you will see a chart showing your holdings' market value for up to last six months.
  2. Move the cursor left or right on the chart to see the market value on specific dates.
Historical performance of a selected security
  1. Below the main table, in the center, you will see a chart showing performance over time for the selected security.
  2. Move the cursor left or right on the chart to see the share quote on specific dates.
Key market information
  1. After clicking on the disclosure triangle in the bottom right-hand corner of the window, you will see four tables showing top gainers and losers, major market indices, and currency rate changes.
  2. Click the double-arrow icon in the Item Editor to download the latest values. The same works for share values displayed in the main table.