quicken for mac and how do you enter stock splits for multiple stock buys

Q: How do I contact Morningstar with additional questions?Ī: Click this link and ask your question in the form provided. In My View, you can more easily follow which row of data Tip: Include Ticker Symbol every sixth or seventh columns so that when Screen space, select the shorter Ticker Symbol data point.

This takes up a lot of space on your screen. Tip: Many people select Holding Name for one of their data To see all 35 columns, simply scroll to the right. Selected, between six and eight columns are visible at a time. Q: How do I get all my data in My View to appear on my screen?Ī: You can select up to 35 columns of data with My View. Don't forget to click the Save button at the bottom of that page. Highlight the data points you want and use the buttons to move them in or out of your selections. You'll be taken to a page that lists the universe of My View data points on the left and the ones you have selected on the right. Q: How can I change the data points and columns in my My View?Ī: When you are in the My View section, click on the link titled 'Customize My View' in the upper right. Roll your mouse over the icons and you willĬlick on that icon to go to the Combine/Delete Q: How do I convert a Watch List portfolio into a Transaction portfolio and vice versa? On the icon for the task you wish to perform You’ll see thatĮach icon corresponds to combine, rename, or delete. “Organize Portfolio” in the top navigationīar of Portfolio Manager. Q: How can I combine, rename, or delete portfolios? Is to use today’s date and price as the starting point, adding The best picture of your portfolio will come from entering In your Transaction portfolio by clicking Q: How do I enter my transaction history? You can also manually enter splits or dividends by clicking on the Edit icon to the left of each holding in your Tracking Views. The box next to the splits or dividends you want included Just click on that icon and you will be taken to a page where you can enter specific transactions.Īnd you’ll go to a list of the latest splits and After you have entered a holding in your portfolio, you will see an Edit icon to the left of each holding in your Tracking Views. Q: How do I enter/edit transaction purchases and sales?Ī: You can record purchases and sales only in Transaction portfolios. Q: My portfolio is showing duplicate holdings, how do I fix this?Ī: Delete the duplicate holding. Icon(s) in this section to add or delete a holding. You will see “Modify This Portfolio.” Click on the If you have more than that, you can track all your holdings by setting up more than one portfolio on. Q: How many holdings can I have in a portfolio?Ī: You can have up to 100 stocks and funds, 20 bonds and 20 cash holdings in each portfolio on. Portfolios can I have on ?Ī: You can have up to 50 different portfolios on Import your portfolio from other web sites and software.ĭata to a file that you can then paste into an Excel document. Just click on the iconĮnter the data yourself in New Portfolio.

The top navigation bar of Portfolio Manager. Import an existing portfolio from another site or software, How do I contact Morningstar with additional questions? My View How can I change the columns in my My View? How do I get all my data in My View to appear on my screen? How do I enter data for Purchases and sales? Splits or dividends? Transaction history? How do I convert a Watch List portfolio into a Transaction portfolio and vice versa? How can I combine, rename, or delete portfolios? My portfolio is showing duplicate holdings, how do I fix this?

How many holdings can I have in a portfolio? How do I create, import or export a portfolio?

Quicken for mac and how do you enter stock splits for multiple stock buys