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Accounts

An Account will normally correspond to an account you have with your broker or institution. Accounts may hold Cash only, Investments only, or both Cash and Investments. Note that if your broker account holds Investments or Cash denominated in different currencies you must create a different Profitspi Account for each currency.

Accounts can be grouped into Portfolios for reporting purposes.

Add Account

Enter the details you require in the bottom panel and click Add New Account. You can also Edit an existing Account and then use Add to make a copy.

Edit Account

Click Edit on the line of the Account. The Account details will be displayed in the bottom panel.

Save Changes to Account

After selecting the Account using Edit, overwrite any changes you require in the bottom panel and click Save Changes

Delete Account

You may delete one or more Accounts by selecting the checkbox at the beginning of the line containing each Account and clicking the Delete button at the top of the column. You will be asked for confirmation if the Account contains Transactions.

My Access

Is your access setting for this Portfolio. If you are not using the multi-user features of the Portfolio Users page then it will always be 'All'.


Portfolio help guide

 

Page Help

Portfolio Report

Maintain Transactions

Portfolio Chart

Montage

Portfolio Performance

Capital Gains

Trade Analysis Report

Maintain Portfolios

Maintain Accounts

Maintain Portfolio Users

Stock Splits

Dividend Alerts

Matched Transactions

Import Transactions

Personal Symbols

 

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