Click any of the tabs or subtabs above to view the main help page for your selection.
Considerations
Use this page to view your account information. You can view your accounts by owner, account, or in the aggregate by clicking owner, name, account number, or view all on the Portfolio Overview page or from the drop-down menu in your account. The View Accounts page also enables you to view your positions by tax lot.
Click any of the links below to access additional information about the functionality of the View Accounts page. Click here to view an example of the HTML version of the View Accounts page.
Your portfolio accounts display "Unrealized Long" holdings by default. To change your portfolio view, use the list box at the top of your portfolio, as shown above. This enables you to change your view to display unrealized short holdings, realized activity, etc.
This drop-down lists the names of all owners for this GainsKeeper account. Select one of the names to filter your portfolio view by owner. Click here to add an additional owner.
This drop-down list enables you to filter your portfolio information by date. Select the appropriate year to see portfolio information as of that date.
Use this drop-down list to perform actions within GainsKeeper. When you make a selection, you are taken to the appropriate page to complete the action. Options for this list include:
Print Summary
Print Lot Details
"+" or "-" sign next to investments
Click the "+" sign next to your investments to expand the section and view lot details. Click the "-" sign next to your investments to collapse the section and hide the lot details.
Click this link to access the View Accounts Settings page.
Click this link to view the online help for this page.
Example
Click here to view an example of the GainsTracker: View Accounts page.
Put the mouse pointer over any of the fields below for additional information. You can also click the fields to access additional information on that section.
