Investments

Investment

Track a large variety of investments and the value of your portfolio. At the foundation of tracking investments in SEE Finance are the investment transactions that are recorded in the investment accounts. In order to track investments, you will need to setup investment accounts then record the investment transactions and general transactions that occur in the accounts. Any change to the number of shares or units held of an investment is done by recording a transaction in an investment account. Current security prices can be downloaded.

Monitoring the total value of investments can be done by reviewing the value listed for the Portfolio section.