[office/kmymoney/Handbook-5.2] /: more work on investments
Jack Ostroff
null at kde.org
Sat Sep 9 00:37:27 BST 2023
Git commit 0745230478fd5aa71c17b371c8278f04bd8a499a by Jack Ostroff.
Committed on 09/09/2023 at 01:37.
Pushed by ostroffjh into branch 'Handbook-5.2'.
more work on investments
M +10 -5 README-CONTRIBUTORS
M +393 -144 doc/details-investments.docbook
https://invent.kde.org/office/kmymoney/-/commit/0745230478fd5aa71c17b371c8278f04bd8a499a
diff --git a/README-CONTRIBUTORS b/README-CONTRIBUTORS
index 7b176fe1a..2bb6dc602 100644
--- a/README-CONTRIBUTORS
+++ b/README-CONTRIBUTORS
@@ -14,10 +14,10 @@ Update of screenshots will be left for later in the process, but
descriptions of what changes or new screenshots are needed can/should be
placed below the existing or target location.
-At some point, I will add to this doc a list of which chapters have and have not been
-edited yet, and not use the list used for the 4 -> 5 changes in the What's New
-section. However, on further thought, that should not be necessary, as this should
-not be released with 5.2 until it is fully updated for that version.
+I have removed from the handbook the list used for tracking which chapters were
+updated for the 4 -> 5 changes in the What's New section. It is no longer useful or
+needed as this version will be released with the release of 5.2, ane really should be
+complete by then.
This is in the order pulled in from index.docbook, with brief note on state of update
@@ -52,9 +52,10 @@ This is in the order pulled in from index.docbook, with brief note on state of u
prelim update complete
<!ENTITY details-ledgers SYSTEM "details-ledgers.docbook">
- prelim update begun
+ prelim update complete
<!ENTITY details-investments SYSTEM "details-investments.docbook">
+ prelim update begun
<!ENTITY details-currencies SYSTEM "details-currencies.docbook">
@@ -247,5 +248,9 @@ elsewhere.
If you select additional transaction, the last one selected is shown in the form.
There seems no danger, since the form is not editable, but it does seem odd.
+- all data items specified when creating or editing an object should be displayed on
+ the main view for that object. For example identification number for stocks is not
+ shown anywhere else.
+-
diff --git a/doc/details-investments.docbook b/doc/details-investments.docbook
index f3fab0ee1..55dfe5310 100644
--- a/doc/details-investments.docbook
+++ b/doc/details-investments.docbook
@@ -20,14 +20,14 @@
expectation of a future benefit. &kmymoney;'s Investment accounts are designed for
one particular type of investment: securities. A security investment (or just a
security) is an instrument for investing money that is traded on a market with the
- intention of a profitable return in the form of either appreciation in value, or
- income such as interest or dividends. Stocks and mutual funds are the most common
- securities; and they are the ones specifically supported within &kmymoney;. Bonds
- have a different financial structure, but can usually be handled by &kmymoney;.
- Futures, commodities, options, and more complex investment instruments like
- derivatives are other types of investments, but &kmymoney; has no special
- functionality for them. As long an investment has similar characteristics to a
- stock or mutual fund, it can be tracked.
+ intention of a profitable return in the form of either appreciation in value,
+ income such as interest or dividends, or a combination of both. Stocks and mutual
+ funds are the most common securities; and they are the ones specifically supported
+ within &kmymoney;. Bonds have a different financial structure, but can usually be
+ handled by &kmymoney;. Futures, commodities, options, and more complex investment
+ instruments like derivatives are other types of investments, but &kmymoney; has no
+ special functionality for them. As long an investment has similar characteristics
+ to a stock or mutual fund, it can be tracked.
</para>
<sect2>
@@ -45,8 +45,8 @@
and cash. In &kmymoney;, an Investment account holds <emphasis>only</emphasis>
securities. It cannot contain any cash balance. This was a design decision made
when Investment accounts were first included in &kmymoney;. It might be changed in
- a future version, but this is likely to be part of a significant revision in all of
- &kmymoney;'s handling of investments. For now, any cash needed to purchase a
+ th future, but that is likely to be done as part of a significant revision in all
+ of &kmymoney;'s handling of investments. For now, any cash needed to purchase a
security or gained from a sell or dividend transaction requires the use of a
Brokerage Account.
</para>
@@ -55,12 +55,13 @@
<sect2 id="details.investments.brokerage">
<title>Brokerage Accounts</title>
<para>
- When an investment transaction uses (to buy a security) or produces (from a sell or
- dividend) cash, that transaction must refer to another account which can hold the
- money, most commonly a checking account. You can specify any suitable account for
- any investment transaction which requires one. However, &kmymoney; has the concept
- of a <emphasis>Brokerage Account</emphasis>, also sometimes referred to as a
- <quote>Cash Account</quote>, which is the default account for such transactions.
+ When an investment transaction uses (to buy a security) or produces case, such as
+ from a sale or dividend, that transaction must refer to another account which can
+ hold the money, most commonly a checking account. You can specify any suitable
+ account for any investment transaction which requires one. However, &kmymoney; has
+ the concept of a <emphasis>Brokerage Account</emphasis>, also sometimes referred to
+ as a <quote>Cash Account</quote>, which is the default account for such
+ transactions.
</para>
<para>
@@ -77,8 +78,8 @@
<title>Base Currency</title>
<para>
You &kmymoney; data file has a base currency, specified when the file was created.
- In addition, an Investment account has a base currency, specified when it was
- created. Separately, each security has its own Base Currency. This is the
+ In addition, an Investment account has a base currency, specified when it is
+ created. Separately, each security has its own base currency. This is the
currency in which it is traded. When a price quote is entered for an investment,
the currency of the value given is always its base currency. A stock on the NYSE
(New York Stock Exchange) would be in US dollars (USD), and one on an Australian
@@ -93,25 +94,213 @@
<title>The Investments View</title>
<para>
- The Investments View has a single display area, with two tabs. The second tab,
- <guilabel>Securities</guilabel>, provides a high level view of all the stocks,
- mutual funds, bonds, &etc;, you track in &kmymoney;. The first tab,
- <guilabel>Equities</guilabel>, is similar, but is restricted to those securities
- within a single Investment Account, as specified in the <guilabel>Select
- Account:</guilabel> dropdown.
+ The 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, <guilabel>Equities</guilabel>, provides a high level view of those securities
+ held within a single Investment Account, as specified in the <guilabel>Select
+ Account:</guilabel> dropdown. The second tab, <guilabel>Securities</guilabel>, is
+ similar, but provides slightly different information about all the stocks, mutual
+ funds, bonds, &etc;, you track in &kmymoney;.
</para>
<sect2 id="details.investments.view.equities">
- <title>The Equities tab</title>
- <para>
- </para>
- </sect2>
+<title>The Equities tab</title>
+
+<para>
+ <screenshot>
+ <screeninfo>account view</screeninfo>
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="investments_view_equites.png" format="PNG" />
+ </imageobject>
+ <textobject>
+ <phrase>account view</phrase>
+ </textobject>
+ </mediaobject>
+ </screenshot>
+</para>
+
+<para>
+ The distinction between equities and securities on these two tabs is somewhat
+ arbitrary, and is known to cause confusion. Perhaps this may be changed in the
+ future, if anyone can proposed a different set of terms that doesn't have the same
+ or other problems.
+</para>
+
+<para>
+ At the top of the list of equities is the <guilabel>Select Account:</guilabel> dropdown,
+ where you can select the investment account for which you want to see the specific
+ investments. If you are looking at an investment account in the Legders View, and then switch
+ to the Investments View, that account will already be selected. <!-- FIXME: refer to the
+ setting about forcing that coordination, -->
+</para>
+
+<para>
+ Simlar 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 on any column heading and selecting or unselecting the checkbox next
+ to the name of the column.
+</para>
+
+<variablelist>
+ <varlistentry>
+ <term>Name</term>
+ <listitem>
+ <para>
+ The name of the equity. This column is always displayed. All the other
+ columns are optionally display, as desribed above.
+ </para>
+ </listitem>
+ </varlistentry>
+
+ <varlistentry>
+ <term>Symbol</term>
+ <listitem>
+ <para>
+ This is trading symbol as used on the market where the equity is traded.
+ </para>
+ </listitem>
+ </varlistentry>
+
+ <varlistentry>
+ <term>Quantity</term>
+ <listitem>
+ <para>
+ 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.
+ </para>
+ </listitem>
+ </varlistentry>
+
+ <varlistentry>
+ <term>Price</term>
+ <listitem>
+ <para>
+ This is the most recent price for this equity known to &kmymoney;.
+ </para>
+ </listitem>
+ </varlistentry>
+
+ <varlistentry>
+ <term>Value</term>
+ <listitem>
+ <para>
+ 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.
+ </para>
+ </listitem>
+ </varlistentry>
+
+ <varlistentry>
+ <term>Last Price Update</term>
+ <listitem>
+ <para>
+ This is the date of the mose recent price. Prices can be updated in several
+ ways, all described later in this section.
+ </para>
+ </listitem>
+ </varlistentry>
+</variablelist>
+
+<para>
+ The order for any of the columns except Name changed by left clicking on the item
+ name in the column header, and dragging it to the left or right.
+</para>
+</sect2>
<sect2 id="details.investments.view.securities">
- <title>The Securities tab</title>
- <para>
- </para>
- </sect2>
+<title>The Securities tab</title>
+
+<para>
+ <screenshot>
+ <screeninfo>account view</screeninfo>
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="investments_view_securities.png" format="PNG" />
+ </imageobject>
+ <textobject>
+ <phrase>account view</phrase>
+ </textobject>
+ </mediaobject>
+ </screenshot>
+</para>
+
+<para>
+ At the top of the list of securities is a search box. Beacuse 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 speicific entry on the list, by typing any part of its
+ name.
+</para>
+
+<variablelist>
+ <varlistentry>
+ <term>Security</term>
+ <listitem>
+ <para>
+ The name of the security. This column is always displayed. All the other
+ columns are optionally display, as desribed above. The names should be the
+ same names as shown in the Name column on the Equities tab.
+ </para>
+ </listitem>
+ </varlistentry>
+
+ <varlistentry>
+ <term>Symbol</term>
+ <listitem>
+ <para>
+ 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.
+ </para>
+ </listitem>
+ </varlistentry>
+
+ <varlistentry>
+ <term>Type</term>
+ <listitem>
+ <para>
+ This is the specific type of investment beting tracked. Currently, only
+ Stocks, Bonds, and Mutual Funds are possibly values.
+ </para>
+ </listitem>
+ </varlistentry>
+
+ <varlistentry>
+ <term>Market</term>
+ <listitem>
+ <para>
+ This is the market where this investment is traded,
+ </para>
+ </listitem>
+ </varlistentry>
+
+ <varlistentry>
+ <term>Currency</term>
+ <listitem>
+ <para>
+ This displays the symbol of the currency in which this investmente is traded.
+ </para>
+ </listitem>
+ </varlistentry>
+
+ <varlistentry>
+ <term>Fraction</term>
+ <listitem>
+ <para>
+ This is the smallest fraction used when entering the amount of this
+ investment in any transaction.
+ </para>
+ </listitem>
+ </varlistentry>
+</variablelist>
+
+<para>
+ As with the Equities tab, the order for any of the columns except Security can
+ changed by left clicking on the item name in the column header, and dragging it to
+ the left or right.
+</para>
+</sect2>
</sect1>
<sect1 id="details.investments.investment">
@@ -122,7 +311,7 @@
account to hold your defined securities. Choose the
<menuchoice><guimenu>Account</guimenu>
<guimenuitem>New account...</guimenuitem></menuchoice> menu item to begin the
- process. Create an account as previously defineddescribed in the <link
+ process. Create an account as previously described in the <link
linkend="details.accounts.create.account"><guilabel>Account</guilabel></link>
section, making sure to choose <quote>Investment</quote> as the type of account.
</para>
@@ -138,9 +327,9 @@
<para>
To add individual securities to your Investment Account, navigate to the
- <guibutton>Investments</guibutton> view, select the
- <guibutton>Equities</guibutton> tab, and choose the Investment account where the
- investment is held from the <guilabel>Select Account</guilabel> drop-down box.
+ <guibutton>Investments</guibutton> View, select the <guibutton>Equities</guibutton>
+ tab, and choose the Investment account where the investment is held from the
+ <guilabel>Select Account</guilabel> drop-down.
<screenshot>
<screeninfo>Investment View, Equities Tab</screeninfo>
@@ -154,21 +343,24 @@
</mediaobject>
</screenshot>
</para>
+<!-- FIXME: the above shot is of the equities tab. Replace with shot(s) of the new
+ investment dialog. -->
<para>
- Right-click the mouse in the empty space in the view. This brings up
- the <guimenu>Investment Options</guimenu> context menu. Choose
- <guimenuitem>New investment...</guimenuitem> from this menu. This launches the
- <guilabel>New Investment Wizard</guilabel> which you use to create your new
- Investment.
+ Right-click in any empty space in the view. This brings up the <guimenu>Investment
+ Options</guimenu> context menu. Choose <guimenuitem>New
+ investment...</guimenuitem> from this menu. This launches the <guilabel>New
+ Investment Wizard</guilabel> which you use to create your new Investment.
</para>
<sect2 id="details.investments.newinvestmentwizard">
<title>New Investment Wizard</title>
<para>
- The first thing you'll be asked to enter is the type of investment, whether
- it's a stock, bond, &etc;
+ The first thing you'll be asked to enter is the type of investment. The currently
+ available values are Stock, Bond, and Mutual Fund. If your investment is not
+ strictly one of these types, it is ok to mislabel here, as the type is not
+ currently used to restrict or control what you can do with the investment.
</para>
<para>
@@ -177,87 +369,144 @@
</para>
<itemizedlist>
- <listitem><para> Trading Symbol. A trading or ticker symbol is an abbreviation
- used to identify a publicly traded security of a particular instrument on a
- particular stock market exchange. &kmymoney; requires a trading symbol for all
- securities; however some investments do not have symbols. In this case, you
- will need to make up a symbol for it.
- </para></listitem>
-
- <listitem><para> Full name. The friendly, readable name of the investment you're
- creating, ⪚, <quote>Advanced Micro Devices, Inc.</quote> This name is also
- referred to as the security.
- </para></listitem>
-
- <listitem><para> Fraction. This indicates the degree of precision to which your
- holdings are measured. For example, in the US most mutual funds measure holdings
- to three decimal places, so you would enter 1000 in this field. Stocks are often
- measured to only whole units, so you could enter 1 for a stock like this. You'll
- want to mirror the same decimal places that your brokerage uses to record your
- securities so the transactions amounts match within &kmymoney;. Using extra
- precision will not cause a problem, but using too little precision can cause
- rounding errors which can make &kmymoney; unable to exactly match the information
- shown by your brokerage institution.
- </para></listitem>
-
- <listitem><para> Trading market. Where the stock trades. This is an optional
- field which is provided for your convenience. This information is not used
- anywhere else within &kmymoney;.
- </para></listitem>
-
- <listitem><para>Identification. An optional field to enter additional
- identification information you might like to keep track of. Again, this
- information is not used anywhere else.
- </para></listitem>
-
- <listitem><para>Trading currency. The market exchange currency in which this
- investment trades. This is typically the country that the security trades
+ <listitem>
+ <para>
+ Trading Symbol. A trading or ticker symbol is an abbreviation used to identify
+ a publicly traded security of a particular instrument on a particular market or
+ exchange. &kmymoney; requires a trading symbol for all securities; however
+ some investments do not have symbols. In this case, you will need to make up a
+ symbol for it.
+ </para>
+
+ <para>
+ If you plan to use Online Quotes <!--FIXME: use real link --> to retrieve
+ prices for this investment, ensure that the symbol exactly matches the symbol
+ used by your quote source. Yahoo covers most of the world's markets, and
+ requires a suffix on the end of symbols outside the US, to specify the country
+ or market. For example, Rubicon Limited on the New Zealand market should be
+ entered as <quote>RBC.NZ</quote>.
+ </para>
+ </listitem>
+
+ <listitem>
+ <para>
+ Full name of the investment, although it can be a friendly, readable name,
+ ⪚, <quote>Advanced Micro Devices, Inc.</quote> This name is also referred to
+ as the security.
+ </para>
+ </listitem>
+
+ <listitem>
+ <para>
+ Fraction. This indicates the degree of precision to which your holdings are
+ measured. For example, in the US most mutual funds measure holdings to three
+ decimal places, so you would enter 1000 in this field. Stocks are often
+ measured to only whole units, so you could enter 1 for a stock like this, but
+ you would use 10000 for a stock measured to four decimal digite. You'll want
+ to mirror the same decimal places that your brokerage uses to record your
+ securities so the transactions amounts match within &kmymoney;. Using extra
+ precision will not cause a problem, but using too little precision can cause
+ rounding errors which can make &kmymoney; unable to exactly match the
+ information shown by your brokerage institution.
+ </para>
+ </listitem>
+
+ <listitem>
+ <para>
+ Trading market. Where the investment is traded. This is an optional field
+ which is provided for your convenience. This information is not used anywhere
+ else within &kmymoney;.
+ </para>
+ </listitem>
+
+ <listitem>
+ <para>
+ Identification number. An optional field to enter additional identification
+ information you might like to keep track of. Stocks often have such a number,
+ which can sometimes be used as well as the symbol for retreiving information
+ about it. Again, this information is not used anywhere else.
+ </para>
+ </listitem>
+
+ <listitem>
+ <para>
+ Trading currency. The market exchange currency in which this investment is
+ traded. This is typically the currency of the country that the security trades
within. It is usually, but not necessarily, the same as the default currency
for the Investment account holding that security.
- </para></listitem>
+ </para>
+ </listitem>
- <listitem><para> Price entry. Choose whether the price will be entered as the
- price per share or as the total for all shares when entering a transaction.
- </para></listitem>
-</itemizedlist>
+ <listitem>
+ <para>
+ Price entry. This is a dropdown which specifies when you enter or edit a buy
+ or sell transaction for this investment, whether you follow the default which
+ is specied in a main configuration item <!-- FIXME: where - put linke? -->, or
+ want to explicitly enter either the price per share or the total for all
+ shares.
+ </para>
+ </listitem>
-<para>
- If you are using Online Quotes, ensure that the symbol exactly matches the symbol
- used by your quote source. Yahoo covers most of the world's markets, and requires
- a suffix on the end of symbols outside the US, to specify the country or market.
- For example, Rubicon Limited on the New Zealand market should be entered as
- <quote>RBC.NZ</quote>.
-</para>
+ <listitem>
+ <para>
+ Price Precision. This is a small integer, specifying the number of decimal
+ places used to specify the price of this investment in the specified currency.
+ This is used for both purchase and sale price, the current price, and also for
+ the total value of the investment.
+ </para>
+ </listitem>
+
+ <listitem>
+ <para>
+ Remainder. This is a dropdown with values Round, Ceil, Floor, and Truncate,
+ which specifies what &kmymoney; should do in the last decimal place of values.
+ For example, this can be relevant when you specify the total price of a
+ purchase rather than an exact price per share.
+ </para>
+ </listitem>
+</itemizedlist>
<para>
- Finally, you're presented with the Online Update screen. This is where you
- tell &kmymoney; how you would like to update the prices of your investment.
- The following items are set here:
+ Finally, you're presented with the Online Update screen. This is where you tell
+ &kmymoney; how you would like to update the prices of your investment, if you do
+ want to use an online source. The following items are set here:
</para>
<itemizedlist>
<listitem>
<para>
- Use Finance::Quote. This is an option for &gnucash; users who are used to
- this style of quotes. Most users can leave this unchecked.
+ Use Finance::Quote. This is an option for &gnucash; users who are used to this
+ style of quotes. Most users can leave this unchecked. Finance::Quote is a
+ Perl module, so to use it, you would need to have both Perl and it's
+ Finance::Quote module installed.
</para>
</listitem>
<listitem>
<para>
Online Source. The online source you'd like to use for this particular
- investment. The most common choice is <quote>Yahoo</quote>. Try that first,
- and if the investment cannot be found using this source, then experiment with
- the others.
+ investment. The most common choice is <quote>Yahoo Finance</quote>. Try that
+ first, and if the investment cannot be found using this source, then experiment
+ with the others.
+ </para>
+
+ <para>
+ Note that although &kmymoney; knows how to extract security prices from web
+ pages retrieved from Yahoo and many other sources, those sources have been
+ known to change the format of those pages, which can prevent &kmymoney; from
+ succesfully extracting the desired information. This is an unfortuantely too
+ frequent topic of discussion on the various support channels. However, if
+ fetching prices works for a long time and then you start to get errors, please
+ consider this possibility.
</para>
</listitem>
<listitem>
<para>
Factor. A multiplier that should be applied to quotes retrieved for this
- investment. This is most commonly needed for UK stocks where the price
- quoted is in pence (1/100), and the stock is denominated in pounds. In
- this case, enter 0,01 for the Factor.
+ investment. This is most commonly needed for UK stocks where the price quoted
+ is in pence (1/100), and the stock is denominated in pounds. In this case,
+ enter 0,01 for the Factor.
</para>
</listitem>
</itemizedlist>
@@ -268,36 +517,29 @@
<note>
<para>
- This section has been added just in time for the release of Version 5.0.8. The
- author felt it was important to include at least the basic information now, since
- this topic has been a source of difficulty for some time. The discussion will be
- expanded and screenshots of the New Security Wizard will be added as soon as
- possible.
+ It is possible to own shares of the same security in differentmore than one
+ investment account, such as a regular investment account and also a retirement
+ account. If you follow the instructions above, you will have that security show
+ up in both accounts, but &kmymoney; will actually treat them as if each of the
+ securities is a different underlying investment. This can results in confusion,
+ as well as duplicate storage, such as having two copies of the entire price
+ history of the equity. Therefore, it is preferable to have both equities refer
+ to the same underlying security.
</para>
</note>
<para>
- It is possible to own shares of the same security in different investment accounts,
- such as a regular investment account and also a retirement account. If you follow the
- instructions above, you will have that security show up in both accounts, but
- &kmymoney; will actually treat them as if each of the securities is a different
- underlying equity. This results in duplicate storage, such as having two copies of
- the entire price history of the equity. Therefore, you may prefer to have both
- securities refer to the same underlying equity.
-</para>
-
-<para>
- When you add a security to an investment account, and that security already exists in
- another investment account, you need to be careful if you want to reuse it rather than
- creating a new, duplicate security. When you see the <guilabel>New Investment
- Wizard</guilabel>, after selecting the type of investment and clicking
+ When you add a security to an investment account, and that investment already
+ exists in another investment account, you need to be careful if you want to reuse
+ it rather than creating a new, duplicate entry. When you see the <guilabel>New
+ Investment Wizard</guilabel>, after selecting the type of investment and clicking
<guibutton>Next</guibutton>, you need to be sure the <guilabel>Full Name</guilabel>
- field is empty before entering the <guilabel>Trading Symbol</guilabel>. When you hit
- <keycap>Tab</keycap>, if &kmymoney; already has a security using that symbol, it will
- ask if you wish to reuse it. If you click <guibutton>Yes</guibutton>, it will fill in
- the rest of that dialog, and you can then just click <guibutton>Next</guibutton>.
+ field is empty before entering the <guilabel>Trading Symbol</guilabel>. Then, when
+ you hit <keycap>Tab</keycap>, if &kmymoney; already has a security using that
+ symbol, it will ask if you wish to reuse it. If you click
+ <guibutton>Yes</guibutton>, it will fill in the rest of that dialog, and you can
+ then just click <guibutton>Next</guibutton>.
</para>
-
</sect2>
</sect1>
@@ -305,41 +547,48 @@
<title>Editing an Investment</title>
<para>
- The <guilabel>Equities</guilabel> 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
- <guimenu>Investment Options</guimenu> 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.
+ The <guilabel>Equities</guilabel> tab of the Investments View lists your current
+ holdings in this Investment account.
+ Right-click on any of the investments to bring up the <guimenu>Investment
+ Options</guimenu> context menu, where you can add, edit, or delete an individual
+ investment from this account. Also, you can update the price of an investments here
+ either manually or via its online source. In addition, it is possible to close an
+ empty account, or to reopen a closed account.
</para>
+
<para>
If you choose to Edit an Investment, you will use the <guilabel>Investment detail
wizard</guilabel>, which looks and functions just like the <guilabel>New Investment
Wizard</guilabel>, as described in the previous section.
</para>
+
+<para>
+ Right-clicking on an entry in the Securities tab produces a <guilabel>Securites
+ Options</guilabel> conext menu, where you can edit or delete a security. Actually
+ creating a security is done when you create an equity in an Investment account, and
+ do not choose to reuse an existing security, as discussed above.
+</para>
</sect1>
<sect1 id="details.investments.ledger">
<title>Investment Transactions</title>
<para>
- <screenshot>
- <screeninfo>Investment Transaction Form</screeninfo>
- <mediaobject>
- <imageobject>
+ <screenshot>
+ <screeninfo>Investment Transaction Form</screeninfo>
+ <mediaobject>
+ <imageobject>
<imagedata fileref="investment-transactionform.png" format="PNG" />
- </imageobject>
- <textobject>
+ </imageobject>
+ <textobject>
<phrase>Investment Transaction Form</phrase>
- </textobject>
- </mediaobject>
- </screenshot>
+ </textobject>
+ </mediaobject>
+ </screenshot>
</para>
+<!-- XXX -->
+
<para>
Investment transactions are entered and edited in the
<link linkend="details.ledgers">Ledger</link> view, as with other kinds of
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