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Computerized Investing > October 26, 2013

TakeStock 2

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by CI Staff

TakeStock 2 is a software program that allows users to monitor and evaluate their actions in the market. Once the program is downloaded, you can begin to create your portfolios. After clicking on Portfolios, the program displays two different columns: current value and performance. The current value tab will give you a balance on each portfolio that you’ve added, and the performance tab will show your total gain or loss on a cost basis.

To create a portfolio you click “New” from the portfolios screen. TakeStock asks you to include a name for the portfolio along with any comments you want to add. Once the portfolio is created, you can begin to customize it and add your holdings and transactions. The program lists different tabs to easily navigate each portfolio: Held, Sold, Transactions and Performance. Before you start to add transactions, click new and add a cash balance. This is also how you will add any cash deposits that you input into a portfolio.