Investment Accounts
With SEE Finance you can track your investment accounts for securities
and/or for single mutual funds in separate accounts. When entering transactions in investment accounts,
positive transaction values increase the account's balance (and increases your net worth) and negative
transaction values decrease the account's balance (and decreases your net worth). Investment positions and their
market value for individual accounts can be found in the Investment Account Overview View. The "Portfolio"
shows the total market value of all of your investments and allows you to see a breakdown of you overall
investment positions. You can set individual accounts to show just their cash balance or the total value of
their investment positions plus their cash balance for the balance shown in the main Account List in the
Investment Preferences.
***Note: Many financial institutions support Direct Connect downloads for investment accounts.***
See also
Creating Investment Accounts
Creating Accounts
Creating Accounts by Direct Connect Download
Setting Up Direct Connect Account Downloads
Editing Accounts
Investments
Investment Positions
Creating Investment Transactions
Investment Transaction Examples
Updating Investment Quotes
Editing & Importing Historical Investment Quotes
Creating Balance Reports
Investment Tips & Tricks
List of Investment Topics
List of Account Topics