The PCA for Windows Online Manual

How to Add a New Equity to the PCA for Windows

To add a new stock or equity to the PCA System, navigate to the Portfolio Explorer screen, then select the "Add New Holding" button in the center of the screen. You will see the dialog box below.

In this dialog box you must enter the Ticker Symbol, the initial purchase date, and which portfolio you want to add this holding to. Then click OK.

 

You will then be taken to the next step in the process which is entering the details of the initial purchase, like:

The Number of Shares you bought.The Price You paid per share. The commission you are being charged, and the date of the trade. Now CLICK the "ADD TRADE" button and the trade should then pop into the grid, then click close, and you will be taken to the position settings dialog box.

Please NOTE: When entering a NEW holding You MUST only enter the initial purchase of shares and then complete the position set up process. You can add subsequent trades through the equity manager screen later by selecting the enter trade button.

If you have purchased this stock in more than 1 transaction...You can of course, set up a NEW holding with the total of all the shares you currently have in this stock and use the average cost per share (including commissions paid) as the initial purchase price.

In the position settings dialog box you can set unique settings for this particular stock in your PCA System. The default settings will be in the cells, with the recommended cash reserve, based on your user preferences. make any adjustments you feel necessary and click "OK".

To learn about the default settings Click Here

To learn about the User variables Click Here

For information about "Optimizing the Settings" Click Here

To Delete a holding from a portfolio select it into the equity manager screen and select the delete this holding Button.

 

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