asp.net barcode reader sdk Manually Entering Security Prices in Software

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Manually Entering Security Prices
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Manually entering security prices isn t difficult it s just time-consuming. And the more securities you track, the more time-consuming it is. But without an Internet connection, this may be the only way you can enter prices into Quicken. If you track more than one or two securities and want to update price information more often than once a week, skip the rest of this section. You don t want to enter security prices manually. Trust me. It s an extremely tedious task. Quicken s ability to download stock prices directly from the Internet even fiveyear price histories can save you tons of time and prevent data entry errors. And best of all, it s free. All you need is an Internet connection. Learn about setting up an Internet connection in 4 and about downloading quotes in 11.
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To enter a security s price manually, start by displaying the Security Detail View window, which I discuss in s 10 and 11. Use the drop-down list at the top-left corner of the window to select or display the security for which you want to enter price information. Then choose Edit Price History from the Update button on the button bar. The Price History window for the security appears, as shown next, showing all the price information stored within the Quicken data file for the security.
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You can use buttons on the window s button bar to add, edit, delete, and print the price history:
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New displays the New Price dialog (shown here). Use it to enter the date and closing price for the security. If you re really dedicated to entering data manually, you can even enter the daily high, low, and volume. Edit displays the Edit Price dialog for the currently selected price. This dialog looks and works just like the New Price dialog. Delete removes the selected price. When you click this button, a confirmation dialog appears. You must click OK to delete the price. Print prints the price list. How Do I displays the Quicken Personal Finances Help window, which contains a list of topics about working with the Edit Price History window.
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Once you ve entered price information for your securities, you can view their market value and performance information in the Portfolio window (see Figure 12-4) and Security Detail View window. Use options within the windows to modify the information that is displayed. I explain how earlier in this chapter and in 10.
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In addition to the Quicken.com-based investment research tools discussed in 11, Quicken offers a number of built-in tools that can help you learn more about investing and analyze your investment portfolio. In this part of the chapter, I introduce these analysis tools so you can explore them more fully on your own.
Asset Allocation
Many investment gurus say that an investor s goals should determine his or her asset allocation. If you re not sure what your asset allocation should be, Quicken can help. It includes a wealth of information about asset allocation, including sample portfolios with their corresponding allocations. You can use this feature to learn what your target asset allocation should be to meet your investing goals. Then you can monitor your asset allocation and, if necessary, rebalance your portfolio to keep it in line with what it should be.
Using the Asset Allocation Guide
The Asset Allocation Guide explains what asset allocation is, why it s important, and how Quicken can help monitor it in your portfolio. Choose Investing | Asset Allocation Guide. The Asset Allocation Guide window appears (see Figure 12-5). To take full advantage of this feature, read the information on the right side of the window. You can click links within the text or in the left column to learn more about specific topics. If you re new to asset allocation, you may find the See Model Portfolios link especially useful. It shows suggested asset allocations based on risk and returns for a number of portfolios.
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