ClearCheckbook Money Management
Money Management Made Easy
Investment Portfolio

Track Your Investments with our Investment Portfolio

The ClearCheckbook Investment Portfolio is a great way to track your various stocks, bonds, mutual funds and other traded investments. Simply enter your investment information and we keep track of daily and overall gains. You can also quickly see the total amount of money you have invested at any time.

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.

Investment Portfolio - Add Investment
Add 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.

Investment Portfolio - Investment List
Investment List

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 - Transactions

More Information

You can learn more about the Investment Portfolio with ClearCheckbook by visiting our Investment Portfolio Knowledge Base section.

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