Investment Accounts

With SEE Finance you can track your investment accounts for securities and/or for single mutual funds in separate accounts. When entering transactions in investment accounts, positive transaction values increase the account's balance (and increases your net worth) and negative transaction values decrease the account's balance (and decreases your net worth). Investment positions and their market value for individual accounts can be found in the Investment Account Overview View. The "Portfolio" shows the total market value of all of your investments and allows you to see a breakdown of you overall investment positions. You can set individual accounts to show just their cash balance or the total value of their investment positions plus their cash balance for the balance shown in the main Account List in the Investment Preferences.

***Note: Many financial institutions support Direct Connect downloads for investment accounts.***

Investment Accounts

See also