If the investment account contains multiple types of securities (stocks, bonds, CDs, etc) then a graph is created showing the distribution of value across the different types of securities. The total value of the securities as well as the cash balance of the investment account are also displayed. All securities in the selected investment account that have nonzero values are listed along with their current price, number of shares and the current value. This view provides an overview of a single investment account. Click the “Edit” button to make changes to the ticker symbol, suffix, prefix and security name, as well as to display the security’s price on the Summary Page. Once created, double-click on the name of a security to view and modify the Currency/Security History, including price and split history, current price, and currency in which the price is displayed. You may add, remove or modify individual securities using this window. In Moneydance, all securities are recorded relative to your base currency but can be displayed relative to any other currency.Īll of the securities in your data file are accessible via the Tools → Securities menu or by clicking on the Stock Prices link on the Summary Page.
The value of most securities relative to some currency can change over time. Examples of securities include stocks, mutual funds and bonds. Securities are units of value that can be aggregated and tracked in investment accounts. You can read more about each of these options below.
You can display and modify your investment holdings using three different options: Portfolio View, Register and Securities Detail, and easily enter standard bank-type transactions in the Bank Register View. Investment accounts in Moneydance are used to aggregate and track the value of a set of securities, as well as calculate the balance that is created by all transactions in that account. Please refer to the more recent knowledge base articles on this page How Investment accounts work.
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