Tabs
Investments
The Investments tab is a dedicated section where users can record, track, and manage all their financial investments, ensuring a comprehensive overview of their portfolio and its performance over time.
Investments8
New Investment
To create new investment, click New Investment button.
InvestmentsNew Investment
Edit columns
By default, you will see the following columns:
| Name | Market price | Qty | Average cost | Total cost | Market value | Unrealized gains | ||
| Name | Name of Investment |
| Market price | Unit price of Investment |
| Qty | Qty owned |
| Average cost | Average cost of the Investment |
| Total cost | This is Qty multiplied by Average cost |
| Market value | This is Qty multiplied by Market price |
| Unrealized gains | This is Market value minus Total cost |
Use Edit columns button to customize what columns should be visible under Investments tab.
Edit columns
Clicking Edit columns button allows you to add additional columns to better suit your business requirements.
| Code | Code of the Investment |