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Stockmarketeye portfolios
Stockmarketeye portfolios











stockmarketeye portfolios

Your new holding will be added to the portfolio and the cost of the purchase subtracted from your Cash balance. Powerful reports give you the data you need to accurately analyze your investments. You can also set up virtual portfolios to follow big name investors or even your own fantasy portfolios. Then fill in the details of the purchase and click "Add". With StockMarketEye, you manage and follow as many investment portfolios as you like, including actual investment accounts. For example, to add a new holding, click on the "Buy" button. Once funded, you can use the "Buy", "Distribution", "Sell" or "Other" buttons on the toolbar to add transactions to your portfolio.Your portfolio has now been funded and the deposited amount will be shown in the Cash balance.On the Cash Transaction Details screen, change the Date of the transaction and enter the Amount of the deposit (in this example, $10,000). You can do this by clicking on the Other button on the toolbar and then clicking on Add Cash Transaction. So at this point, you should fund the account with an initial deposit. A StockMarketEye portfolio works just like a normal brokerage account.It will appear in the folders list on the left-hand side of the window. When ready, click on the "Apply" button in the top-right corner of the Portfolio Properties screen to create the portfolio.

stockmarketeye portfolios

The Portfolio section allows you to select the currency of the portfolio.

  • On the Portfolio Properties screen, enter a name for the portfolio in the General section. You can also change different properties in the Live Quotes and Portfolio section.
  • To create the portfolio, click on the menu: Portfolios -> New Empty Portfolio.
  • They can be used if your brokerage does not support the brokerage import or does not provide data in QIF or OFX formats. Manually managed portfolios are also great for testing out investment strategies. You can create a portfolio and enter data manually.
  • Manually create and add data - see next section.
  • Import them from investment files (QIF, OFX/QFX, or CSV) using the menu: Portfolios -> Import from.
  • There are a number of ways of creating portfolios. The portfolio's toolbar allows access to all of these views as well as to features for adding transactions (buys, sells, dividends, etc) to your portfolio.
  • A collection of securities - stocks, ETFs, mutual funds, bonds, etc.Įach portfolio has a Prices view, a Fundamentals view, and a number of Reports.
  • A portfolio in StockMarketEye works similarly to a brokerage account.













    Stockmarketeye portfolios