Portfolios

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My Money 2.0 Manual


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.


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.


My Money 2.0 Manual

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