How do I manage investments with iBank?
iBank can be used to track activity in your investment accounts (including 401k's IRA's, SEP's, etc.). There are three features that work together to help you track investments in iBank:
Investment accounts reflect your real-life brokerage accounts and are used to record all investment-related transactions. To get started with investment tracking in iBank, 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 iBank 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.
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.