Easy Account Entry

Easy Account Entry

Adding an account on goalgamiPro is simple and easy.  When you view your household details, there is a section that lists all Household Accounts.  To add your first account, select the “Add Account” drop-down and choose the type of account.

You will be brought to the step to enter your account information.  Enter the Account Name and Principal.  Other fields are optional.  When finished, click ‘Save’.

You are now prompted with a message to add holdings now, or simply save the account.  If you select “Yes”, you will proceed to the ”Add Holdings” page to enter securities manually.  You can import holdings or add manually any time from the Household Details page (pictured below).

Entering holdings can be done in several different ways.  You may enter the symbol of the securities, search for a symbol or enter by asset class.  Assign a value and cost basis (if taxable) to each security.  Once complete, select save.