The Add/Edit Investment window allows you to edit the details of an existing investment transaction or add a new investment transaction to your MoneyLine records. To create a new transaction, click the Transaction button on the main toolbar. To edit an existing transaction, double-click it from the transactions list in the main Investment window.


Select the account for this transaction.

Transaction Date:

Enter the date on which the transaction occurred.

Transaction Type:

Select the type of transaction being entered.

Security Name:

Select the security for this investment.


This optional field may be used to enter a brief description about the transaction.

Number of Shares:

Enter the number of shares for this investment.

Price Paid per Share:

Enter the price of each share for this transaction.


Enter the amount of the commission paid.

Total Cost:

Enter the amount of the total cost paid.