Adding securities

Randall Cone's Avatar

Randall Cone

31 Jan, 2019 10:24 PM

I am still trying to add securities, but am unable to even after reading your instructions. I have one security sort of entered but no quantity

  1. 1 Posted by Randall Cone on 31 Jan, 2019 10:29 PM

    Randall Cone's Avatar

    How do I add shares in an investment account?

  2. 2 Posted by dwg on 31 Jan, 2019 10:38 PM

    dwg's Avatar

    I'm a fellow user.

    In brief.

    1. Create the Security Definition.

    2. Create the Investment Account if it does not exist.

    3. Add the security definition to the Investment account

    4. There is no Add transaction you need to use a Buy transaction

    You can read the Knowledge Base articles on Investments for further details on each step.

  3. System closed this discussion on 02 May, 2019 10:40 PM.

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