![]() and the particular information unique to that type of security. Select the appropriate security and fill out the rest of the security information identifying it as a stock, bond, CD, option contract, etc. If you have already created your security, you can associate it with a particular investment account by opening the Securities Detail view and clicking on the “Add Security” button. (In most cases this will be 2, although some use 4 or 6.) If you have some other kind of denomination for your holdings (such as contract for options) you can enter them here either as a prefix or a suffix to the price per unit of the security.ĭecimals Be sure to enter the same number of decimal spaces that are used in your broker's share accounting. Value Prefix and Suffix By default, holdings are measured in shares as in equity holding. Price This value can be changed either from the "History" window or by using the extensions that automatically update prices. Moneydance can access stock information from Yahoo! Finance USA, Yahoo! Finance UK, and Google Finance. Ticker Symbol Enter the symbol for the stock. ![]() Security ID A unique identifier of a security within Moneydance, it's not something that has any existence outside of Moneydance. There are a number of fields you will need to enter: You can also click on the Stock Prices link on the Summary Page. ![]() This is also available from the "Securities Detail" portion of your investment account, choose Add Security → New Security. You can add a new security by navigating to Tools → Securities. Securities are units of value that can be aggregated and tracked in investment accounts.Įxamples of securities include stocks, mutual funds and bonds.Īll securities are recorded relative to your base currency but can be displayed relative to any other currency.
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