PRICE/SHARE NO. OF SHARES
I am trying to do investment. I put in security names but do not know how to get price/share and number of share.
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Support Staff 1 Posted by Jenny on 25 Nov, 2015 11:53 AM
Hi Raymond,
I would recommend you have a look at Chapter 7 of the User Guide, which has information on investment accounts. Specifically page 51, which details "securities".
To manually change the current price of an investment, select 'Securities Detail' of the Investment Account. You can find the button on the upper right of the investment screen. Select the investment in question from the drop-down list. Once selected, click the 'History' button. In the resulting form, fill in the 'Current Price' and click 'New'.
In the investment register go to the 5th column, top line and you can enter the number of shares. Also, if you enter the price and total cost it should calculate # of shares bought. Once you have # shares the value will show up.
Please let me know if I can be of further assistance.
Jenny
Infinite Kind Support
Jenny closed this discussion on 25 Nov, 2015 11:53 AM.