Creating Investments


Investments can be either created manually by you, or generated automatically by Fund Manager.


To create investments manually use the New Investment... menu command.  This menu command is available from the top level File menu or from many popup menus, such as when you right mouse click on a portfolio in the Portfolio Editor.  You can also select the button from the toolbar.  Fill out the New Investment dialog, and then assign the investment a location and filename once you click OK.


Investments can also be generated automatically, such as when you retrieve transactions from the internet, or import transactions from a file.  The New Portfolio Wizard can also help create many investments quickly.

See Also

About Investments

Opening Investments

Saving Investments

About Portfolios

Investment Properties Dialog


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