New Portfolio

[TigerLa]

I just created a portfolio and have 3 investments loaded.

How can I move an investment to the top?
When I setup a new investment it forces me to enter a price for a date but I'm entering all my purchases manually. What date/price should I use and what is this used for?

[Mark]

Hi TigerLa,

Where are you looking at moving an investment? To the top of what? If you're talking about the investment stack order, use "Investments / Order...".

Each investment is required to have at least 1 price. When creating new investments, if you don't want to enter an initial purchase there, just enter a price of $1, and 0 shares. The price will be overwritten the next time you retrieve prices. You can use the current date, or any date that you'll be retrieving a price for, so it will be overwritten, with the correct price for that date.