Page History

To edit a security in a Simple tracking account, click the security name. A list of possible actions will appear.

• Edit Security: Edit the Security Name, Type, and Symbol. Indicate if the security is tax exempt. Change the asset class.
• Edit Share Price: Edit the Price of a security and indicate the As of Date the change occured.
• Edit Share Balance: Edit the Number of Shares and indicate the As of Date when the change occured.
• Security Overview: Get more information about the security. This sends you to a web page about the security.