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Portfolio Report Transactions Portfolio Chart Montage Performance Help

Add / Edit Investment Transaction

Date

Enter the Transaction Date according to your format preference.

Activity

Select the Activity, Eg Buy.

Symbol

Enter the Symbol. You may search for a symbol by clicking Symbol Search. Suffix the symbol with '-PS' if it is a personal symbol.

Quantity / Price / Amount

Enter Quantity and Price for 'Quantity' type Transactions or Amount if the Transaction is 'Cash' type, Eg Dividend.

Commission & Duty / Fees

You may enter the Commission and Duty / Fees for the Transaction, or leave blank to use the account defaults. Enter zero if you do not want a default to be used.

Margin %

Enter the Margin % if appropriate, or leave blank to use the account default. 100 will be used if you do not enter and there is no default.

Stop / Target Prices

You may record Stop and Target prices for Buy and Short Sell transactions. The Initial Stop Price will be used to calculate the Initial Risk Value. If you use trailing stops then you can record the Trailing Stop Price as your position progresses. It will be used to calculate Trailing Risk Value.

Basis Method

Choose the Basis Method to be used should this position involve sales in partial lots. The Basis Method is also used when matching this transaction against related transactions.


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