Portfolios
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Within MyMoney groups of assets are categorized as Portfolios. In the portfolio you can enter the purchase, sale, or other activities surrounding a particular stock. You can analyze the performance of a particular investment or your portfolio in general and conduct financial research via the Internet. Although it is similar to MyMoney’s Account Manager List, the portfolio is customized to group investments and display line items for each stock including the ticker symbol, latest price, and much more. | Within MyMoney groups of assets are categorized as Portfolios. In the portfolio you can enter the purchase, sale, or other activities surrounding a particular stock. You can analyze the performance of a particular investment or your portfolio in general and conduct financial research via the Internet. Although it is similar to MyMoney’s Account Manager List, the portfolio is customized to group investments and display line items for each stock including the ticker symbol, latest price, and much more. | ||
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| + | == Creating Investment Portfolios == | ||
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| + | You can create a new Portfolio by clicking Add a New Portfolio link on the Portfolios Navigator and filling out Portfolio details | ||
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| + | [[Image:Createportfolio.png|thumb|center|800px]] | ||
Revision as of 03:38, 30 June 2010
Within MyMoney groups of assets are categorized as Portfolios. In the portfolio you can enter the purchase, sale, or other activities surrounding a particular stock. You can analyze the performance of a particular investment or your portfolio in general and conduct financial research via the Internet. Although it is similar to MyMoney’s Account Manager List, the portfolio is customized to group investments and display line items for each stock including the ticker symbol, latest price, and much more.
Creating Investment Portfolios
You can create a new Portfolio by clicking Add a New Portfolio link on the Portfolios Navigator and filling out Portfolio details
Tracking securities you don’t own
To track a stock index like the Dow Jones Industrial Average, or to track a security you don’t own, create a new Portfolio and mark it as Hypothetical. The purchasing or selling one or more securities in this portfolio will not affect your Investment Accounts cash balances.
