Security details

Security details show detailed history and calculations for one security.

At the top, information added about the security is shown together with the size of the current holding. Click the pencil next to the security name to edit the details.

Then follows a table showing all events for the security. Events can be edited or deleted in the list. New events can also be added from this view by using the buttons above the table. Both when a new event is added and when an existing event is edited, the event dialog opens for the relevant event.

The next table shows the result per trade according to the FIFO model.

At the bottom, a year report for the current security is shown. It shows the value at each year-end, if it has been added. If the value is missing, click Add. If the value already exists, click the number to edit it. Both open the year-end value dialog.