The group add function let you add several prices at one time. This makes it easier for you to update prices for securities on a particular day.
You first pick the date for which you wish to enter the prices.
You then select the group identifier for the securities, that you wish to enter prices for. The group identifier is the number you enter, when you create securities.
Or you choose the country/exchange, that you wish to enter prices for. Again, this matches what has been entered when a security was created (see above).
It should be mentioned, that the two settings: group identifier and country/exchange, complement each other. You can for example choose a group, where no securities has been entered, and then choose a country/exchange. Then only the securities that belong to the given country/exchange will be shown. You can also choose a group, where there are securities, and then a country/exchange. Then both the securities that belong to the group and the country/exchange will be shown.
Finally you push the Add button, and all the securities, that match your group selection or country/exchange will be added to an item list on the left side of the window.
You can then enter all the prices for that day, and when you are done, you can push the OK button, and all prices are entered into the Prices & Info database, and your portfolio values are updated if applicable.
Mouse- and keyboard use.
General use of the mouse and keyboard can be found by clicking here.
These buttons are in the group add window:
- After you have entered the date and the group identifier and/or the country/exchange, you push the add button, and all the selected securities will be added to the item list.
- This help page.
- Aborts the group add function. No data is added.
- Updates the prices with the items found on the item list.
Once you have selected the date and the group identifier and/or the country/exchange, and pushed the Add button, a list of securities are shown in an item list.
The item list is where you enter the prices for all the securities shown.
You simply type in the prices in the appropriate area, and use the up and down arrows on the keyboard to move up and down between securities.
If a security is in the item list, and you do not want it there, you can push the <Ctrl> and the <Delete> buttons (at the same time), and the security will be removed from the item list.