To add a buy or sell transaction, you must first add the security to your portfolio.
- Locate the security in the "My Holdings" list and select it.
- A panel with information about the holding will open.
- Click "Transactions" at the bottom of the panel.
- On the Transactions screen, click "Add Shares+".
- Select the transaction type (Buy or Sell).
- Enter the date, quantity and price, then click "Save."
Editing an Existing Transaction
- Locate the security in the "My Holdings" list and select it.
- Click "Transactions" at the bottom of the panel.
- A list of existing transactions for that holding will be displayed.
- Click the pencil icon next to the transaction you would like to edit.
- You can change the date, quantity, and price.
