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Transactions
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Written by Polly
Updated over a week ago

To help track your investments, you can add buys and sells to your portfolios.

When you add buy and/or sell transactions, they will show up on the Historical Graph and Forecasting Calculators as buy (green) and sell (red) dots and display a calculated average cost line. With this, you can compare your cost basis to the stock price.

Add a Transaction

To add a transaction, go to your "Holdings" tab.
From here you can use the "Import Transactions" button and import your buys and sells, or you can click the "Transactions" icon to the right of each company and add the information in.

To Add a Transaction, click the transactions icon for the ticker, a pop-up will appear with five fields:

  • Date

  • Buy/Sell

  • Shares

  • Per Share

  • Total

First add your date, buy or sell, how many shares, per share number, it will auto-populate the total by clicking in the box, then click "Add New Transaction"

Once you have added your transactions, simply "X" out of the pop-up window, that will take you back to "Holdings."

Now click the ticker symbol of the buy and/or sell that you just inputted and that will take you to the Historical Graph where you will be able to see the green buy dot and/or the red sell dot.

Edit Transactions

You can add to or edit the transactions of that specific stock in that specific portfolio by clicking on the dollar sign "$" in the upper right corner. The same pop-up as described will appear where you can Edit, Delete, and/or Add a New Transaction.

Please note: To view your buys and sells, ensure you are in the specific portfolio where these transactions were added.

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