The investment panel can be accessed using the “Investments” button at the bottom of the screen, or the menu “Tools,Edit Investments”, or simply be pressing the “T” keyboard shortcut.

To start with, the base contains examples of investments. Pressing the “Clean All” button remove all of them.

The very first operation is to define accounts. Accounts are defined by a stock broker and an account name or number.

Screen Shot 2016-06-19 at 7.42.24 PM

The next operation is to enter past trade history. Add a new investment by pressing the “Add” button and filling the detail fields. If you want to close an investment (either totally or partially), select it in the list and press the “Close” button.

Screen Shot 2016-06-19 at 7.42.53 PM

For put and call, check the “Options” checkbox

Screen Shot 2016-06-19 at 7.43.27 PM