Securities

This section contains help pages for all the various transactions available in the Accounting > Securities section of myICLUB.com

• Record a Buy of a Security
• How do I use the Symbol Lookup?
• Record a Sell of a Security
• Record a Cash Dividend or Distribution
• Record a Reinvestment
• Record Charges Paid By Company
• Create a new Valuation - Part One
• Create a new Valuation - Part Two
• Editing or deleting a valuation
• Security Settings
• Edit Security Settings
• Enter beginning security balances
• View/Edit Security Transactions
• Date First Purchased shows an old date when buying a stock the club held before.
• What is a Tax Basis or Cost Basis ?
• Alert about security type, country, taxes
• How do I find information about a recent stock split?
• Alert about security type, country, taxes
• Foreign tax reclaim adjustment