However, for proper performance calculations, you should check the box, even if your portfolio does not have a cash balance, unless the “Shares In” transaction that you are recording is part of a spin-off. Note that for “Shares In” transactions, the cash balance of your portfolio is never affected, no matter which setting you select. On the left-hand side of the screen, fill-in or adjust these fields: Once you have the ticker symbol, fill in the other fields of the dialog with values corresponding to your investment. More information on finding ticker symbols can be found in the section, Finding Ticker Symbols. If you don’t know the exact ticker symbol, start typing the name of the security into the field and choose the appropriate ticker symbol from the dropdown list. In the "Ticker Symbol" field, enter the ticker symbol for the security you are adding. This screen allows you to specify the details of the asset you are adding to your Portfolio. Use this screen to enter the details of your purchase. When you click on the "Buy" button on the toolbar, the "Purchase Details” screen will appear. When you would like to add a position to your portfolio, simply click on the “Buy" button on the Portfolio toolbar. Your portfolios can contain long or short investments in stocks, mutual funds, ETFs, options and other asset classes. See the section, Entering and Closing Short Sales, for more details on short sales. Note that StockMarketEye can handle long and short positions. StockMarketEye can handle long and short positions, as well as the transfer of shares in and out.īuild and manage your StockMarketEye portfolios so that you always have up-to-date information with which to make your investment decisions. To add items to your portfolio, you buy shares. For more information on keeping non-quoted securities in your StockMarketEye portfolio, have a look at our guides on " Tracking Bonds and Other Non-Quoted Securities", " Overriding the Last Price", and " Importing Historical Quotes from a CSV File".StockMarketEye portfolios are managed just like a standard brokerage account. If neither Yahoo Finance or MSN Money support the security you're interested in, you can still add it to your StockMarketEye portfolio and update its prices manually. For MSN Money, once you find the security there, use the name of the security on the MSN Money website to search in StockMarketEye.ģ. For Yahoo Finance, you can use the exact ticker symbol you find on their page directly in StockMarketEye. Go to the Yahoo Finance or MSN Money websites and search directly there. This is more prevalent for mutual funds (that can have longer, often similar names) than it is with stocks.Ģ. The security names known by Yahoo Finance and MSN Money are sometimes slightly different (for example, they might use abbreviations), so sometimes you may need to try different variations on the symbol name to find the right security. When searching, try different versions of the security name. If you can't find the security you're looking for, here are 3 things you can try:ġ. I Can't Find the Security I'm Looking For Thus, we suggest searching by the name of the security to find the equivalent security. Note that neither Yahoo Finance nor MSN Money support using ISIN numbers. You will get better search results if you search by the name of the security, rather than by ticker symbol (although typing the ticker symbol into the field will also work for Yahoo Finance ticker symbols). To find the securities you're interested in, start typing in the "Ticker Symbol" field. Finding the Securities You Are Interested In So we strongly recommend using Yahoo Finance symbols when importing from CSV files (for watchlist CSV import or for portfolio transaction CSV import). When importing from CSV files, if you use MSN ticker symbols in the import, they will not be able to initially get updated quotes. MSN Money ticker symbols are useful for when Yahoo does not offer coverage of a specific security or Yahoo's coverage of a specific security is incomplete. We recommend using Yahoo Finance ticker symbols whenever possible as Yahoo generally has better live quotes, historical quotes and fundamental data. Both providers have solid, broad coverage of most major world exchanges. StockMarketEye supports retrieving quotes from Yahoo Finance and MSN Money. ![]() We recommend using Yahoo Finance ticker symbols, unless Yahoo Finance does not have coverage for your specific security. There is also an icon that represents the data provider associated with this ticker symbol - either Yahoo Finance (a purple Y) or MSN Money (a green butterfly). The search results display the ticker symbol, full name of the security and the exchange on which it trades. ![]() When adding an item to a portfolio or watchlist, typing in the "Ticker Symbol" field will show a list of matching ticker symbols. ![]() ![]() StockMarketEye provides built-in symbol search technology to help you get started quickly.
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