Managing Investments
Managing investments is easy with Moneyspire.
To setup an investment account
- Click on the Tools > Accounts menu option.
- Click the Add button.
- Specify the account details, and select Investment in the Account Type field.
- Click the Save button.
To setup an investment (security)
- Click on Accounts on the top and then double-click on the desired account.Then click on the Portfolio button.
- Click the Add button.
- Specify the investment details.
- Click the Save button.
To add an investment transaction
- Click on Accounts on the top, then double-click on the desired account.
- Click the Add button.
- Specify the investment transaction details.
- Click the Save button.
Other Notes
The portfolio manager also lets you see how many shares you own of a particular stock, as well as gains and losses. You can also download the latest stock prices by clicking the Download Prices button, and you can do a stock split by clicking the Split Shares button.