This field enables you to keep track of your investment accounts. It enables you to understand how your investments are performing, allowing you to make smart rather than rash decisions.
Ø Portfolio Value allows you to examine the returns and verify whether everything is still on track to meet your goals.
Ø Top Holding represents the investment with the current highest return value.
Ø Total Holdings display the number of holding you currently hold.
Ø Your investments will be shown in the form of a bar graph and a pie chart. The Bar Graph displays the absolute values of your investments, whereas the Pie Chart displays a percentage report for each one. The Table will provide more specific information about each investment.
NOTE: Click the drop-down menu bellow “Show” to filter out the number of investment you want to be displayed on the graph and pie chart.
This section displays a list of transactions associated with your investment.
Ø Use the drop-down menu under “Account” to view transactions from a specific investment.
Ø Use the “Time Period” drop down menu to filter out the dates of transactions you want to view.
Ø Use the drop-down menu next to “Show” to limit the number of entries displayed on your screen.
Ø Utilize the search bar to enter a specific transaction you wish to find.
NOTE: To learn more about editing and splitting transactions, refer to the guide on “Transactions”.