The "Stocks" module allows to create and manage portfolios of stocks

  • Basic data of the portfolio with current value, in the portfolio's reference currency
  • Transfer of funds (payments, withdrawals, payment of dividend)
  • Purchase / sale : table of all transactions
  • Deposit : current state of the stocks in the portfolio
  • History : history of movements
  • Pending purchase and sales orders
  • Info stocks
  • Currencies: current values of currencies
  • Events: Important dates relating to stocks and companies
  • Various analysis, automatically: bulk deposit, profitability by share, by type, by market

 

titres module fr

Click on the link below to download the user's manual for this module (in French only)

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