In this article
Investment Accounting Extensions
Productivity
Universal
Investment account gain/loss calculation on sale, with multiple reports for integrated investment management.
- Calculate book profit/loss on sale
- Security Card Report
- Reconciliation Report
- Portfolio Evaluation Report
How to start
- Open Banana Accounting Plus
- Open your Banana accounting file with your portfolio accounting, or create a new portfolio accounting starting from our templates.
- Go to the Extensions menu → Manage Extensions command and install the Portfolio accounting extension.
Prerequisites
the extension is available:
- Using Banana Accounting Plus.
- Choosing the Advanced Plan.