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Investment Market Prices
Keep track of investment valuations with current market prices for accurate financial reporting.
01Overview
Investment Market Prices allow you to track the current market values of your investments, ensuring accurate balance sheet reporting and performance monitoring.
02Investment Types
- Stocks and securities
- Bonds and fixed income
- Mutual funds
- Real estate investments
03Managing Market Prices
- Go to Settings → Investment Market Prices
- Select investment
- Enter current market price
- Set price date
- Update price history
- Save price information
Price Sources
Use reliable financial data sources and document where you obtain price information for audit purposes.
04Price Tracking Features
- Historical price records
- Gain/loss calculations
- Portfolio valuation
- Performance reporting
05Best Practices
- Regular price updates
- Use reliable price sources
- Maintain price history
- Document price sources
- Review investment performance regularly
Regular Updates
Update investment prices at regular intervals (monthly or quarterly) to maintain accurate financial statements.
Accurate investment price tracking ensures your balance sheet reflects current market values and helps you monitor investment performance effectively.