Investments
Investing simplified.
Investing simplified.
Check the performance of all of your current positions in one simple place. Drill down for detailed analysis and report for individual holdings (drill down is on Mac only currently).
When it comes time to sell part of your position, Banktivity lets you choose the specific lot you want to sell. If you don't want to specify lots, Banktivity will use first-in first-out (FIFO) by default.
From the Portfolio view you can drill down to see the details of your holdings. You can even view two reports side by side with Banktivity's powerful Workspaces feature.
