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Problem re adding new security to investment portfolio

I am using Quicken H&B version R16.22 and am having problems adding a new security to one of my investment portfolios. I 'open' the portfolio and add the new security but nothing happens - the new security does not appear. Any suggestions?

Best Answer

Answers

  • John M Andersen
    John M Andersen Member ✭✭
    No joy so far. Nothing happens, other than I now have a new security in my security list.
  • q_lurker
    q_lurker SuperUser ✭✭✭✭✭
    a)  In the applicable account, you need to "Buy" or Add Shares" of the security.  Just adding the security to your list does not add it to your overall holdings.  

    b)  Each portfolio view (Ctrl-U) can be individually customized as to which securities are included in that view.  Customize the view to be sure the security (and Account) are properly included.  
  • John M Andersen
    John M Andersen Member ✭✭
    Knew I had forgotten a step (or two). Adding shares was the answer. Now the security appears in the portfolio as should.

    Thank you
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