Manage portfolios with Mjrz.net Personal Finance Manager

With Mjrz.net Personal Finance Manager, you can manage your portfolio of investments. You can do the following operations on your portfolio of investments.

If you are online when using Mjrz.net Personal Finance Manager, the application connects automatically to the Yahoo! website, picks up the figures for the stocks listed in your portfolio, updates the records internally, and displays the stock price movement and the 52-week highs and lows of the stock, as shown in the picture below.

The portfolio manager of Mjrz.net Personal Finance Manager has its own tool bar, which is described in the table below.

Icon

Name

Description

New Portfolio

Use this button to add a portfolio of investments. See Add contacts for details.

Buy

Use this button to record the buying of shares. See Add contacts for details.

Sell

Use this button to record the sale of shares. See Add contacts for details.

Details

Use this button to se the market details of a share. See Import contacts for details.

Close

Click this button to exit from the portfolio manager and return to the main screen.

How to create portfolios

To create a portfolio of shares, follow the steps given below.

  1. On the tool bar click , or from the menu bar select Tools > Portfolio.
  2. On the tool bar click .
  3. In the Input dialog box that appears, enter the name by which you wnat to refer to the portfolio.
  4. Click OK to create the portfolio, or Cancel to quit without saving.

All the portfolios that you create appear in the dropdown list on the tool bar.

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How to record the buying of shares

To record the shares that you buy, follow the steps given below.

  1. On the tool bar click , or from the menu bar select Tools > Portfolio.
  2. On the tool bar click .
  3. In the Input dialog box that appears, enter the name by which you wnat to refer to the portfolio.
  4. Click OK to create the portfolio, or Cancel to quit without saving.

The shares are listed in the Portfolio pane.

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How to record the selling of shares

To record the shares that you sell, follow the steps given below.

  1. On the tool bar click , or from the menu bar select Tools > Portfolio.
  2. On the tool bar click .
  3. In the Input dialog box that appears, enter the number of shares that you want to record the sale of.
  4. Click OK to create the portfolio, or Cancel to quit without saving.

The number of shares are updated in the list in the Portfolio pane.

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How to see the details of a share

To see the details of a share that you own, follow the steps given below.

  1. On the tool bar click , or from the menu bar select Tools > Portfolio.
  2. In the Portfolio pane, select the share for which you want to see the details.
  3. Click .

The price movement of the share on the NASSAQ during the past 45 days, and the other trading details of the share are displayed in Details pane.

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