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Step 1 | Open your Investment Account and then select the Securities Detail screen. |
Step 2 | Click on the Add Security button. |
When the window appears, fill it in with any available information. The security name, ticker symbol, and type of security must be entered. Click on the OK button. |
Step 3 | Use the drop down arrow to select the security to be displayed. Click on the History button. |
Step 4 | By clicking on the New button in the upper right hand corner of this screen you can add the performance history of your investment instrument. |
Step 5 | With the history entered to your satisfaction, click on Done. |
The information has successfully been added to Moneydance. Repeat this procedure to add additional securities. |