PortTrak 2.0 - Dealing with Data, Interest/Dividends

If you own stocks that pay dividends, or keep cash lying around in your portfolio, then you will periodically have more cash to deal with. On the other hand, if you are using a margin account and borrowing money from your broker to invest, or if you short stocks, you will occasionally have to make interest payments.

Both of these are dealt with using the Interest/Dividend Button. The dialog box will allow you to either enter or remove money from the cash line of your portfolio. Enter the dollar amount of either the Interest/Dividend (money coming to you), or Interest (money paid by you) as a decimal, since PortTrak will not accept fractions.

Please note, this transaction does not alter the base value of your investments.

Back to Dealing With Data

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