Add Securities window.In the add securities window, you can enter your own securities manually. This is the basis for entering buys to your portfolio and for importing prices automatically. Pay special attention to the "ID Import" field. In this field you enter the "symbol" code that can be found at Yahoo for many companies, mutual funds, bonds, etc. around the world. Eg. Microsoft has the symbol "MSFT". You can do a symbol lookup on http://finance.yahoo.com/lookup - and you can see / lookup many codes for import id's from around the world here. This id import code is important - because this is the way, that the automatic price download can find the prices for each security. You must also choose the currency - if you have trades in other countries. - Also remember to set your base currency in the "Admin" window. Finally you can use other fields to enter for example key economic indicators, that can help you make your investment decisions, e.g. when you do value investing. | ... To Tutorial ... | ... More screen shots ... | ... Go Back ... |
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The term "Amateur" is not used to insult anyone. It is used about people that does not invest for a living, and as such does not sit around watching the investment markets all their time. People like us also need access to tools and independent information to help us make the most of our hard earned money. Disclaimer: The software program Amateur Invest can only aid you in making your investment decisions. You and only you yourself is responsible for the investments you make. Good investment advice dictates that you seek information from many sources before you invest. Amateur Invest and Simply Data cannot be held responsible for your investments. See more example screen shots on these pages: |
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