Companion Programs
5-11
Entering and Tracking Investments
In the Investments screen, you can track the value of the investments in your portfolio.
The Investments screen displays each investment with the current number of shares, their
price, and market value. The total market value for all of your investments is displayed at
the bottom of the screen.
Tap
New
to create a new investment. On the new investment screen, enter the name, sym-
bol, current price, and number of shares. Tap
OK
to save the new investment.
Microsoft Money can update investment prices from the MoneyCentral website. To do
this, open a connection to the Internet and tap
Update Investments
on the
Tools
menu
.
When the update is complete, Microsoft Money will record the date and time and display
it after
Last Quote Update
at the bottom of the screen. If you do not have an Internet con-
nection from your iPAQ H3000, you can manually update the investment prices by tap-
ping the investment and entering a new price with the input panel.
NOTE:
Microsoft Money can get a quote update over any direct (IP) Internet connection, including
a wireless connection or network connection. If you cannot get a quote update, check
with your Internet service provider (ISP) or network administrator to see if you require a
proxy server to connect to the Internet. If so, tap
Tools
then
Options
and set up the proxy
server.
For more information on using Microsoft Money, tap then
Help
.
Market symbol for investment
Number of shares
Tap to view details.
Tap and hold to see a
pop-up menu of actions.
Latest market price
Market value of investment
Total market value of all investments
Time at which quotes were
last updated, if available
Tap to create a new investment.
Tap to update investment prices from MoneyCentral website.
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