TakeStock Version 0.15j Copyright © 2011 Ravi Bhavnani All Rights Reserved

Introduction Portfolios Holdings Adding a holding Modifying and deleting holdings Moving and copying holdings Quote bar Charts Recent news Symbol finder Historical prices TakeStock options Backing up your TakeStock data

Holdings   A TakeStock portfolio can contain various types of holdings: securities (stocks and mutual funds) cash margin debt You can add as many holdings to a portfolio.  You can modify or delete holdings, and also move and copy them between portfolios.  Changes made to holdings are instantly reflected in the portfolio's summary. For more information, select a topic from the list on the left.