StockWhip

Your portfolio management and performance analysis tool

Help - Deposit or Withdraw Cash

To register the deposit or withdrawal of cash from your portfolio cash reserve, you can either:

  • Choose 'Deposit (Withdraw) Cash' from the 'Portfolios' menu
  • Hit the lime 'Deposit (Withdraw) Cash' button on the toolbar
  • Right click your portfolio name, or 'Cash Reserve' under the 'My Portfolios' tree tab and select 'Deposit (Withdraw) Cash' from the popup menu

You will be presented with the dialog below to enter the cash movement. If there is any ambiguity about which portfolio to register the cash movement for, StockWhip will ask you to select one.

Enter the amount being deposited into (out of) you cash reserve for this portfolio and an optional description. Do not forget to enter the correct date for the cash movement.

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