SEE Finance Help

Index

Portfolio Security List View

Portfolio Security List View:

1. The "1" marker is just below the "Info" and graph buttons that raises and lowers the security info view (see marker "8") and graph view.
2. The "2" marker shows the location of the held securities table, which lists all the held securities and abide by the "Hide Inactive" selection.
3. The "3" marker shows the location of the selected security's graph view. This graph shows the historical prices of the stock selected in the stock positions table. Control clicking ("Control + click") the graph allows you to select longer/shorter time intervals for the graph.
4. The "4" marker is above the "Lookup Symbols" button, which when clicked will take you to the Yahoo! Finance symbol lookup page.
5. The "5" marker is above the "Hide Inactive" check box, which lets toggle between hiding inactive securities from the table.
6. The "6" marker is above the "Quotes Table" button, which when clicked will display the table of historical quotes for the selected security. In that table you can examine and edit the selected securities historical quotes.
7. The "7" marker is above the "Import Quotes" button, which is how you start the process of importing historical quotes for securities from QIF and CSV files..
8. The "8" marker shows the location of the securities info view, which lists all kind of useful information about the selected security in the table.

Notes:

• By Control clicking ("Control + click") the graph you can change the span of time the graph shows for the selected security.