How do I manage investments with Banktivity?
Banktivity can be used to track activity in your investment accounts (including 401k and other retirement plans). There are four features that work together to help you track investments in Banktivity:
Investment accounts reflect your real-life brokerage accounts and are used to record all investment-related transactions. To get started with investment tracking in Banktivity, you must first create an investment account. Even if you do not maintain a brokerage account in real life, you must create a "virtual" brokerage account in Banktivity to record your security holdings.
Securities are what you use to manage general information about the securities you are tracking, such as their ticker symbols, risk level, and price history.
The Portfolio is a ready-made, interactive report that summarizes daily market activity for the securities you currently hold. It can be found in the "Overview" section of the sidebar.
Investment Summary reports are used to check the performance of your holdings and analyze the return on your investments.
Click one of the items above to read more about that feature.