Investment Details

Click on one of the Investments on the Account Details Screen. Click on that investment.


When you hover over an investment on the list of investments in the Account Details, that row will turn to a gray background.  Click or tap that row to drill down to the Investment Details.  This screen provides a summary of an individual asset's values.

Click to expand or contract
Individual Asset Details

This system shows positions from the main system.

See Also


Data entry for investment information is done on the main system.