Adding an Investment

To add an investment you need to first;

• Decide what type of investment it is and add a new Investment Account
• Decide if it is Stock, Managed Funds & Asset, you may also link a liability to the investment options for Gearing purposes.

In the following example we have selected Stock as the type of Investment.

• You now can enter or search the Stock Code for your client
• add a Description of the Investment
• is it a Personal Investment
• Reference number
• Target Value
• Date Invested
• Part of Super Accumulation and Percentage to be used in Super Accumulation

Note: The system will recalculate the share value based on the date the investment was made.

• Number of shares held
• Initial cost - (Note this can be auto calculated using date purchased or volume)
• Percentage Drop - this is used for Flagging of an investment for future opportunities