Add Interest

The Add Interest feature allows you to add interest payments received, or paid, to your portfolio.

Adding Interest Payments to a Portfolio:

1. Select a portfolio. The selected portfolio will be highlighted on the left side.

2. Click the "Manage Portfolio" Button on the Local Toolbar.

3. Select "Add Interest Payment".

4. Use the drop down selection box to choose Receive Interest, or Pay Interest.

5. Enter the amount paid/received.

6. Use the Date/Time Control to select the date of the deposit.

7. Click "OK".