Help Centre - ShareInvestor.com

Portfolio

Manage Your Transaction - Add Transactions

Step 1. Switch to Transactions tab.

Step 2. Click on Add Transaction button to proceed.

Portfolio Transaction

Step 3. Select the counter from the drop-down list (counters in your portfolio).

Portfolio Transaction - Select counter

Step 4. Enter the date and time of this transaction (DD/MM/YYYY).

Portfolio Transaction - Enter date and time of transaction

Step 5. Select the activity (Buy).

Portfolio Transaction - Select the activity

Step 6. Enter the number of Shares.

Portfolio Transaction - Enter number of shares

Step 7. Enter the Price of per share. Commission & Fee is automatic calculated via setting in Brokers tab.

Step 8. Click on Add button to proceed.

Portfolio Transaction - Click on Add button to proceed

Step 9. The Buy transaction is displayed.

Portfolio Transaction - The transaction is displayed