Accounts

Text: Smaller Larger Search this Site About Us Help

Switch to Profitspi 2.0 Site

Classic Home

Maintain Portfolios Maintain Accounts Maintain Portfolio Users Help

An Account in Profitspi will normally correspond to an account you have with your broker or institution. Accounts can be grouped into Portfolios for reporting purposes.

List of Accounts for this Portfolio

Portfolio
Add or edit portfolios

	Account	Held At	Reference	Portfolio	Account Balance		My Access	Edit
	My Account			My Portfolio		USD	All

Add Account

Account Name

Portfolio

Currency

Default Basis Method [?]

Held At

Reference

Notes

Transaction Defaults (these are optional but will help speed up transaction entry)

Commission

and/or

Minimum

Maximum

Purchase Duty

and/or

Long Margin % [?]

Short Margin % [?]

Sale Duty

and/or

Advanced Settings

Exclude From Capital Gains

Tip. To add an Account, enter the Name and select the Portfolio, Default Basis Method and Currency. All other fields are optional.

Search this Site Help Contact Us About Us Terms of Service Privacy Policy