When you add a new investment, you tell us when you purchased the investment, the number of shares, the cost per share and any commission. We'll track the Cost Basis and how much value the investment currently has to give you an overall idea of how you're doing with the investment.
If you decide to sell an entire investment or just some of the shares, you can do that as well. Just enter a new transaction with the number of shares you're selling and at what price and we'll adjust your portfolio as necessary.
The Investment Portfolio also has a gadget for the ClearCheckbook Dashboard so you can quickly see how your investments are doing. If you have the Net Worth gadget installed, your investments will be applied to your Net Worth as well.
Investment Portfolio Video Walkthrough
More Information
You can learn more about the Investment Portfolio with ClearCheckbook by visiting our Investment Portfolio Knowledge Base section. |
Budget Calculator Set up budgets and see how much you spend toward them each month. |
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Bill Tracker Track your monthly bills. Find out when you last paid your bill and for how much. |
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Connect Your Bank to ClearCheckbook Connect your bank and have your transactions downloaded automatically. |
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Reminders / Recurring Transactions Create reminders and recurring transactions so you never forget to pay a bill again. |
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Debt Snowball Payoff your debts and loans faster with our Debt Snowball calculator. |
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Import Transactions Import CSV, OFX, QFX and QIF files so you don't have to manually add your old transactions. |
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Future Balances Project your balances to a future date to see how much money you might have in your accounts. |
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Investment Portfolio Keep track of your investments with our Investment Portfolio. Track stocks, bonds, mutual funds and any other investment that has a ticker. |
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Asset Manager Manage assets, such as your home, and their values to see how your net worth changes over time. |
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Spending Reports View all of your spending and saving data in several report formats including line, bar, pie and text reports. |
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Save-Up Tracker Do you have something you want to save up for? Use our Save-Up Tracker to enter your goals and we'll help keep track of your progress. |
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Envelope Budgets Use the Envelope system for setting and tracking your budgets. |
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Crypto Portfolio See how the value of your crypto coins has changed over time. |
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Transaction Register Easily view all your transactions in our register. |
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Financial Dashboard All of your financial data at a quick glance on our Dashboard. |
