Access the Investments Management panel by pressing the Tools Navigator at the top left of the main screen, then the Investments button. The first screen shown, is a summary. You can select either all accounts (default), or a specific one using the button. You can quickly visualize an account by selecting it.
You can quickly visualize the history for a given stock by selecting it.
The very first operation is to define accounts. Accounts are defined by a stock broker and an account name or number.
Then you can enter your new trade operation, or close an existing one.
When you enter a new position, you have choice of either a “buy” or a “sell short”.
When you want to close a position (total or partial), select the position to close and press the “Close” button. Depending on the nature of the position, iMastock will automatically select either “sell” or “buy to cover” and limit the number of fields to the ones relevant to closing a trade operation.
You can also enter transactions, like withdrawal, dividends and others (categories can be customized in Settings) by pressing “Trans” from the Investments Summary Screen.
Finally, you can visualize your portfolio performance, using the performance screen. You can select a stock or index for comparison purpose, by selecting it using the benchmark button, and select either all accounts (default), or a specific one using the button.