Quick accounts enable you to enter current balances to track holdings from today onward.
Select your input method by clicking the Shares or Amount ($) radio button.
Click on the appropriate holding type tab to enter account holdings. Each holding type involves different steps.
Click the Stocks/Funds tab to enter stocks, mutual funds, closed-end funds, ETFs, separate accounts, variable annuities and variable lifes.
On the Action Shortcuts tool bar, click Add Multiple. The Add Holdings box opens.
Find the holdings you want to add and then move them to the Selected Records box. Click OK.
The holdings will appear in the spreadsheet. If you are adding by shares, the default number of shares will be 1.00. You can adjust that number by clicking in the box and typing in a new share amount.
Prices are calculated automatically using current market prices.
Click the Bonds tab to enter bonds.
Type the Name, Quantity, Purchase Price ($), Coupon, and Current Price ($) of each bond. Select the credit quality of the bond from the drop-down box, and use the calendar to select the maturity date.
Note: Use the total price per bond in dollars, not as a percentage of par. For example, enter "$1,037" instead of "103.70". We assume par is $1,000.
Click the Cash tab to enter cash.
In the Name column, type an identifier for the lump sum.
In the Amount ($) column, enter the dollar value.
When you are done entering all of your quick account holdings, click 
. You are
Tip: Click 
if you run out of room for your holdings and want to enter more.