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.

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 update investment prices from MoneyCentral website.

Tap to create a new investment.

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.

Companion Programs 5-11

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Compaq iPAQ H3000 manual Entering and Tracking Investments