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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.


New Investment

To create new investment, click New Investment button.

InvestmentsNew Investment

Edit columns

By default, you will see the following columns:

NameMarket priceQtyAverage costTotal costMarket valueUnrealized 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