Program Organization
MI is distributed with sample data so that you can become familiar with the various options and capabilities of the program before entering your own data.
The following paragraphs provide instructions for using some of the key elements of MI. We encourage you to experiment with all of the reports, charts and data entry screens to become thoroughly familiar with MI before entering your own data.
Program Organization
Master Investor is divided into four main pages that are accessed using the tabs along of the main screen. These pages are:
- Portfolios & Transactions: Provides for entry and editing of portfolio names and investment objectives, as well as all cash and security transactions.
- Reports & Charts: Provides access to all printed / on-screen reports and charts.
- Quotes & Splits: Provides for downloading and manual entry of security prices (stock quotes, etc.), entry of stock split information and management of historic net worth data.
- Setup & Maintenance: Provides options for setting user preferences and for maintaining data files.
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