Editing an Investment

The Equities tab of the Investments view window lists your current holdings in this account, along with their symbol, value, quantity, and price. Right-click the mouse on any of the investments to bring up the Investment Options context menu, where you have the option to add, edit, or delete individual investments from this account. Also, you can update the price of your investments here either manually or via their online source. In addition, it is possible to close an empty account, or to reopen a closed account. The order for value, quantity and price can be changed on the screen by selecting any of them by left clicking on the item in the top bar and dragging it to the left or right.