Managing investments

Managing investments is easy with Moneyspire.

To setup an investment account

  1. Click on the Tools->Accounts menu option.

  2. Click the Add button.

  3. Specify the account details, and select Investment in the Account Type field.

  4. Click the Save button.

To setup an investment (security)

  1. Click on Accounts on the top and then double-click on the desired account. Then click on the Portfolio button.

  2. Click the Add button.

  3. Specify the investment details.

  4. Click the Save button.

To add an investment transaction

  1. Click on Accounts on the top, then double-click on the desired account.

  2. Click the Add button.

  3. Specify the investment transaction details.

  4. 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.