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.
To create new investment, click New Investment button.
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|
|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.
Clicking Edit columns button allows you to add additional columns to better suit your business requirements.
|Code||Code of the Investment|