Portfolios – Tracking Your Investments
Use Portfolios to track the performance of your investments.
With StockMarketEye you can quickly and efficiently manage your investment portfolios, while getting the information you need to make informed investment decisions.
In this section, you’ll learn how you can use the portfolio management capabilities of StockMarketEye’s portfolios to track your investments and position yourself to make better investing decisions.
Managing Your Portfolios
- Creating and Deleting a Portfolio
- Portfolio Properties
- Getting Current Quotes for your Portfolio
- Managing your Cash Balance
- Buying and Selling
- Tracking Bonds and Other Non-Quoted Securities
- Entering Dividends, Capital Gains and Return of Capital
- Entering a Stock Split
- Recording Mergers and Acquisitions
- Recording a Corporate Action (i.e. Spin-Off)
- Handling a Stock Delisting
Importing Data from a Brokerage
- Brokerage Import
- Brokerage Import – Best Practices
- Brokerage Import – Placeholder Transactions
- Brokerage Update
- Brokerage Import – Supported Brokerages
Importing Data from Other Sources
- Importing Investment Data from an OFX/QFX File
- Importing Investment Data from a QIF File
- How to export your investment portfolios from Microsoft Money Plus into QIF
- Importing Investment Data from a CSV File
Measuring Investment Performance
- Individual Investment Performance Metrics
- Comparing Performance to a Benchmark
- Cost Basis Calculations
Reports
- Broad Look at Portfolio Reports
- The Transactions Report
- The Summary Report
- The Gain/Loss Report
- The Back-in-Time Report