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The Securities Detail
The Securities Detail
The Securities Detail view shows specific information about individual securities within the account. Information is displayed for whichever security is selected in the pop-up list. Information that is displayed includes:
Transaction List: A list of all transactions associated with the selected security within the current investment account. Below this list are buttons for creating, editing and deleting transactions.
Security Information: Details such as the number of shares owned, current price, current value, cost basis and the percentage change of value.
Security Functions: Buttons for recording a stock split, adding or editing a new security, editing the lot assignment, editing the price/volume history, and removing the security.
Performance/Volume Graph: This graph displays the price of the security over time (adjusted for splits) as well as the trading volume.
