7.2. Creating a Portfolio for Your Current Holdings
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## 7.2. Creating a Portfolio for Your Current Holdings

If you used the template account setup back in Chapter's 2 & 3, you will see the investment accounts in two places under the Assets category. You can use this as a portfolio for your investments or if you wish, create your own by creating a new sub-account under Assets.

You should now have at least one stock account under the Assets category. Open the Assets category by clicking on the '+', then select the Investments category: insert investaccts.png

Go to the menu and select: Account->Open Subaccounts Here you see the Portfolio view. This gives you an overview of your stock portfolio including the number of shares bought and sold.

Go back to the Account list. If you open the Brokerage Account and Retirement items you will see a list of four template investment accounts. You can either use these to record your investment transactions or create new ones.

To create new investment accounts, click on the New button. You should now see the New Account dialog.

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7.1. Setting Up Accounts | Up | 7.3. Buying New Investments