The Investments ViewThe Investments View provides a summary of all your investments, similar to several of the other major views. It has a single display area, with two tabs. The first tab, Equities, provides a high level view of those securities held within a single Investment Account, as specified in the Select Account: dropdown. The second tab, Securities, is similar, but provides slightly different information about all the stocks, mutual funds, bonds, etc., you track in KMyMoney.
The distinction between equities and securities on these two tabs may seem somewhat arbitrary, and is known to cause confusion. Perhaps the terminology may be changed in the future, if anyone can propose a different set of terms that doesn't have the same or other problems. However, as stated above, in the current terminology, an equity as shown on the Equities Tab currently refers to the details of an investment within an investment account. Within KMyMoney, it is a sub-account of an investment account, denominated in a security. A security as shown on the Securities Tab provides access to the security information unrelated to any account. A security can be referenced in multiple equities, which can also be said as different equities can be denominated in the same security.
At the top of the list of equities is the Select Account: dropdown, where you can select the investment account for which you want to see the specific investments. If you have checked Synchronize account selection of Ledgers View and Investments View in the configuration dialog, then if you are looking at an investment account in the Ledgers View, and then switch to the Investments View, that account will already be selected.
Similar to the Institutions and several other views, the Equities tab displays several columns with descriptive and summary information about each equity. As with the Institutions View, you can select which columns are shown by right-clicking any column heading and selecting or unselecting the checkbox next to the name of the column.
- Name
The name of the equity. This column is always displayed. All the other columns are optionally display, as described above.
- Symbol
This is trading symbol as used on the market where the equity is traded.
- Quantity
This is the number of shares of the equity you own in this investment account. The precision of this and the other value columns can be adjusted, as described later in this section.
- Price
This is the most recent price for this equity known to KMyMoney.
- Value
This is the total value of this investment in this investment account. It should be the same as the product of the Quantity and the Price.
- Last Price Update
This is the date of the most recent price. Prices can be updated in several ways, all described later in this section.
The order for any of the columns except Name can be changed by left clicking the column header, and dragging it to the left or right.
At the top of the list of securities is a search box. Because this tab lists all investments you own in all Investment accounts, it can grow lengthy, and you can use the search box to find a specific entry on the list, by typing any part of its name.
- Security
The name of the security. This column is always displayed. All the other columns are optionally display, as described above. The names should be the same names as shown in the Name column on the Equities tab.
- Symbol
This is trading symbol as used on the market where the equity is traded. It is also the same as the same column in the Equities tab.
- Type
This is the specific type of investment being tracked. Currently, only Stocks, Bonds, and Mutual Funds are possibly values.
- Market
This is the market where this investment is traded.
- Currency
This displays the symbol of the currency in which this investment is traded.
- Fraction
This is the smallest fraction used when entering the amount of this investment in any transaction.
As with the Equities tab, the order for any of the columns except Security can changed by left clicking the column header and dragging it to the left or right.