Last updated: 2025-09-19

Investment Help Topics

Image from investment.gif	The Investment Help Topics are divided into the Menu Options and Training Movies sections. Click the hyperlinks to either display the topic or display an expanded list of topics.

Menu Options

Training Movies

- Accounts
- Positions
- Securities
- Liabilities
- Account Groups
- Performance Calculations
- Link Account to Contact
- Reconciliation - Asset Allocations)
- Model Allocations
- Asset Allocation Exception Report
- Asset Allocation Validation - Additional Investment Topics)
- Add Historical Data to a Standard Comparative Index
- Comparative and Blended Indices Calculations
- Effects of Transaction Types on Cumulative Shares, Cost and Cumulative Tax
- Example of Average Cost Calculation
- Index Setup in the Security Master
- Investment Alerts
- Investment Reports
- Investment Validation - Link Benchmarks to an Account - Manually Update the Share Difference
- Mass Modifying Investment Accounts - Mass Modifying Investment Securities - Merge Securities - Run and Rerun Performance
- Run a Performance Report
- Run Performance Globally - Security Spin-Offs - SmartInvestments
- SmartView for Clients - Stock Splits - Time-Weighted Rate of Return Calculation
- Transaction Processing Examples
- View the Total Return for an Account and Positions

- SmartInvestments Course