button from the
toolbar.
This dialog is available from the File / New
Investment... menu command or by selecting the
button from the
toolbar.
Use this dialog to manually create a new investment. Fill in all the desired values for this investment, and then choose "OK". You will be given the chance to assign a location and filename for this investment. Fund Manager investment files have the extension of .dat.
Depending on the selected "Investment Type", different options will be available for the "Opening Data", such as a "Commission" for stocks, and a "% Load" for a loaded mutual fund. The specified "Investment Type" also controls your "Transaction Entry Preference" for future transactions. You can adjust this preference under the Investment Properties - Other Dialog. For cash investment types the option to retrieve prices is turned off, as cash investments usually maintain a constant $1 share price. You can adjust this option under the Investment Properties - Internet Retrieve Dialog.
The following fields are required: "Name", "Symbol", and "Price". You can leave "Shares" blank, or set it to 0 to import, retrieve, or record your transactions later.