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Portfolio Report Transactions Portfolio Chart Montage Performance Help


A Transaction represents an Activity within one of your Accounts. For example Buy, Sell, Cash Deposit, etc.

Go to the Portfolio report page once you have entered and successfully Added your Transactions.

Filter Transactions

You may filter the list of transactions by first clicking Enable Filter. When the page refreshes enter some text in the Activity, Symbol, Description / Payee boxes, or select transaction year or month and then click Apply Filter.

Transaction Type

The update panel defaults to Add Multiple Transactions. You can select the extended transaction panel or the cash panel by clicking the appropriate link.

Edit Transaction

Click Edit on the line of the Transaction. The Transaction details will be displayed in the bottom panel.

Delete Transactions

You may delete one or more Transactions by selecting the checkbox at the beginning of the line containing each Transaction and then clicking the Delete button at theĀ bottom of the column.

Associated Help Pages

Add Multiple Transactions

Add / Edit Investment Transaction

Add / Edit Cash Transaction

Portfolio help guide


Page Help

Portfolio Report

Maintain Transactions

Portfolio Chart


Portfolio Performance

Capital Gains

Trade Analysis Report

Maintain Portfolios

Maintain Accounts

Maintain Portfolio Users

Stock Splits

Dividend Alerts

Matched Transactions

Import Transactions

Personal Symbols


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