About Investments
iBank can be used to track activity in your investment accounts (like IRAs, SEPs, etc.). There are two main components that work together to help you track investments in iBank:
Investment accounts are designed to reflect your real-life brokerage accounts and are the place where you enter information about the securities you own.
The Portfolio
provides a quick summary of your gains & losses and the value of your holdings, as well as a place to track watchlist items and stock indices.
Click one of the two items above to read more about it.
Topics in this section: