How to add, edit, and remove transactions in your portfolio

This article is for Transactions portfolios. You can add, edit, or remove transactions at any time. For Holdings portfolios, see How to Update Your Holdings Portfolio

Contents of this article: 

• How to open your transactions

• How to add a transaction

• How to edit a transaction

• How to remove a transaction

• How to add more transactions from a file

• How to record reinvested dividends

How to open your transactions

You can open your transactions in 2 places:

To open all transactions

1. Open your portfolio.
2. At the top right part of the page, select Edit all transactions.

To open one holding's transactions

1. Open your portfolio.
2. In the Holdings section, find the stock.
3. Select the three-dot menu (⋯) next to the stock.
4. Select Edit Transactions. 

How to add a transaction

1. Open your transactions. See How to open your transactions
2. Enter the new transaction in the table. 
3. Select Save.

To add a single transaction, select Add Transaction in a holding's transactions. A window opens where you enter the details. 

How to edit a transaction

1. Open your transactions. See  How to open your transactions
2. If you opened Edit all transactions, select Filter by Holding to find the stock. 
3. Double-click the cell you want to change, then enter the new value. 
4. Select Save.

How to remove a transaction

1. Open your transactions. See  How to open your transactions to see all of your transactions. But if you just want to remove a transaction of a specific holding, please follow: To open one holding's transactions
2. Select the transaction row.
3. Press Backspace or Delete on your keyboard.
4. Select Save.

How to add more transactions from a file

You can add transactions from a file to your existing portfolio by: 

1. Open Edit all transactions. See  How to open your transactions
2. Select Import File, then select your file.
3. Check each imported entry for the correct date, ticker, shares, type, and price.
4. Select Save.

How to record reinvested dividends

Reinvested dividends aren't recorded automatically. If you want to record shares you received through reinvestment, you may follow: 

1. Open Edit all transactions and find an empty row. Refer to: To open all transactions
2. Enter these values:
   • Date: the date the dividend was reinvested
   • Ticker: the stock that paid the dividend
   • Shares: the number of shares acquired through reinvestment
   • Transaction Type: Buy
   • Price: [0.0001]
3. Select Save.