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Tutorial : Step 1 : Securities |
| Click on "Securities" tab (bottom of the screen). Click on the "+" button. Now, you can search securities by name or isin code. iPortefeuille show the securities found. Click on the security you want to add. A new screen show you more details. On this new screen, you can use the "Add" button to add the security. The securities screen is divided into two sub-screens: "Favorites" and "Securities". To add a security on the "favorites" screen, you have to use the "Favorite" button on the security detail screen. Use this button to remove it from the "Favorite" screen. |
Tutorial : Step 2 : Portfolios |
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Click on "Portfolio" tab. Click on the "+" button and fill the Portfolio name field. You can change the reference currency if you want. Click on the "Add" button to add the portfolio. |
Tutorial : Step 3 : Transactions |
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From the "Portfolio" main screen, click on the portfolio you want to manage. On the portfolio's detail screen, click on the "Edit" button. You are now on the "Transactions" screen. Click on the "+" button to add a new transaction. Fill all the fields and click on the "Add" button. You portfolio now have one transaction and shows you its value. |