Entering And Tracking Investments - Casio Cassiopeia Pocket PC User Manual

Entering and Tracking Investments

In the Investments screen, you can track the value of the investments in your portfolio. The
Investments screen displays each investment with the current number of shares, their price, and
market value. The total market value for all of your investments is displayed at the bottom of the
screen.
To create a new investment, tap New. On the new investment screen, enter the name, symbol,
current price, and number of shares. Tap OK to save the new investment.
Microsoft Money can update investment prices from the MoneyCentral Web site. To do this, open
a connection to the Internet and tap Update Investments on the Tools menu. When the update is
complete, Microsoft Money will record the date and time and display it after Last Quote Update
at the bottom of the screen. If you do not have an Internet connection from your Pocket PC
Terminal, you can manually update the investment prices by tapping the investment and entering
a new price with the input panel.
Market symbol for investment
Tap to update investment prices from MoneyCentral Web site.
Tap to create newinvestment.
Microsoft Money can get a quote update over any direct (IP) Internet connection,
including a wireless connection or network connection. If you cannot get a quote update,
check with your Internet service provider (ISP) or network administrator to see if you
require a proxy server to connect to the Internet. If so, tap Tools and then Options and set
up the proxy server.
For more information on using Microsoft Money, tap
Number of shares
Tap to view details.
Tap and hold to see a
pop-up menu of actions.
Latest market price
Market value of investment
Total market value of all investments
Time at which quotes were last
updated, if available
and then Help.
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