1. To record buy & sell transactions, click on the pencil to edit your portfolio.
2. Click (+) to add new transaction
3. Select the type of transaction (Buy, Sell, Divident Reinvest, Split, Dividend Withdrawal, Dividend Deposit)
4. Select the date and currency for this transaction.
Note: Currency is set to your default portfolio currency but can be changed as you wish.
5. After selecting a date, this should auto-populate the fields for Price and Amount.
6. Add number of shares on this transaction and click "Save"
Comments
0 comments
Article is closed for comments.