Last updated: 2025-12-02
SmartInvestments - Searching for Investment Securities
SmartInvestments - Searching for Investment Securities
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The link for this help topic is:
In this Topic ShowHide)
- Overview
- Investment Security List (Security Master)
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Overview
The primary way to access [investment
securities](/help/pro/smartinvestments/-/working/with/investment/securities) in SmartInvestments
is to use the securities search feature.
for Securities and the Investment Security List](https://help.smartofficecrm.com/movies/sopro_smartinv/searching_securities_flash/searching_securities.html)
Quick Search
This method is best when the user wants to search using only the name
of the security.
-
In the SmartOffice [Search
section](/help/pro/navigation/-/search/box), select Investment Security
from the Search drop-down list.
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Do one of the following:
Enter a full or partial security name in the search field.
During text entry, SmartOffice displays a dynamic menu containing
any matching securities. If the security is listed in this menu,
select the security to open it immediately.
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To display all securities in the system (i.e., perform a
"blank" search), leave the search field blank.
Note: If the database
contains a large number of securities, a blank search may take a long
time to complete. To prevent that, enter at least the first letter of
the security's name.
-
Click the Search button.
Advanced Search
This method enables the user to search using many criteria in addition
to the security name.
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Do one of the following:
In the SmartOffice [Search
box](/help/pro/navigation/-/search/box), select Investments >
Security from the Search
drop-down list, and then click the Advanced
hyperlink.
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In the SmartOffice [side
menu](/help/pro/navigation/-/side/menu), click Investments
and then select Securities
from the expanded menu.
Either action opens the search dialog box.
Note: If the security's
symbol is listed in the Recently Visited section of the Search dialog
box, click the security to open it.
-
Do one of the following:
To display all securities in the system (i.e., perform a
"blank" search), leave all fields blank.
Note: If the database
contains a large number of securities, a blank search may take a long
time to complete. To prevent that, enter at least the first letter of
the security's name.
-
To limit the search results, enter search criteria into
one or more fields. These fields correspond to the fields in investment
security records; for descriptions, see [Viewing
and Editing Investment Securities](/help/pro/smartinvestments/-/viewing/and/editing/investment/securities).
-
(Optional) Limit the number of results further by clicking the
Filter hyperlink to select
a filter.
-
Click the Search button.
Investment Security List (Security Master)
The results of an investment position search are displayed in the Investment
Security List, also known as the Security Master.
Note: If the search returns only one
result, SmartOffice bypasses the list and automatically displays the
[security
Detail content link](/help/pro/smartinvestments/-/security/detail/content/link).
Click the first-column hyperlink of a
security record to open it. The information stored in investment security
records is described in [Viewing
and Editing Investment Securities](/help/pro/smartinvestments/-/viewing/and/editing/investment/securities).
To narrow down the list further, use the
Security Type
drop-down list at the top to limit the type of securities displayed.
For more information about working with
lists in SmartOffice, see Lists - Introduction.
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