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 and historical prices can be downloaded, imported or manually entered.

Monitoring investments can be done in the Portfolio section or in the Investment Values reports available in the program. Customize securities for type, asset class, sector and goal. Run reports for gains/losses, dividends, historical values and more.

Investment Holdings