button from the
toolbar. Fill out the
New Investment dialog, and then assign the
investment a location and filename once you click OK.
Investments can be either created manually by you, or generated automatically by Fund Manager.
To create investments manually use the New
Investment... menu command. This menu command is available from the
top level File menu or from many popup menus,
such as when you right mouse click on a portfolio in the
Portfolio Editor. You can also select the
button from the
toolbar. Fill out the
New Investment dialog, and then assign the
investment a location and filename once you click OK.
Investments can also be generated automatically, such as when you retrieve transactions from the internet, or import transactions from a file. The New Portfolio Wizard can also help create many investments quickly.