How do you set an investment for a startup company that has no brokerage?

sflarner

The investment section to add an account does not seem to allow for investments for new startups.

Jim_Harman

To clarify, the sequence is 
Add the security. If it is not publicly traded, do not give it a ticker.
Add Account
Pick Brokerage
Click on Advanced Setup at the bottom
Select I want to enter my transactions manually
and follow the directions from there. You can call the accoutn "My Startups" or whatever.

GeoffG

You can always setup a manual brokerage account and track any investment, with or without a ticker symbol. Look at the setup dialog when creating the investment account. It will state "... click here...".

Jim_Harman

To clarify, the sequence is 
Add the security. If it is not publicly traded, do not give it a ticker.
Add Account
Pick Brokerage
Click on Advanced Setup at the bottom
Select I want to enter my transactions manually
and follow the directions from there. You can call the accoutn "My Startups" or whatever.