Working with portfolios
A TakeStock 2 portfolio represents an investment account (real or imaginary) and can contain cash and positions (stocks, ETFs and mutual funds). Portfolios are displayed in the TakeStock Explorer, and can be organized by grouping them in folders. TakeStock 2 can store any number of portfolios, positions and folders.
See also:
- Creating a portfolio
- Viewing a portfolio
- Refreshing a portfolio's value
- Printing a portfolio
- Renaming a portfolio
- Modifying a portfolio
- Portfolio comments
- Deleting a portfolio
- Organizing portfolios
- Sharing information
Created with the Personal Edition of HelpNDoc: Benefits of a Help Authoring Tool