Transaction Types
Portfolio Tracker supports four types of transactions:
- Buy — Record a purchase of shares
- Sell — Record a sale of shares
- Dividend — Record dividend income received
- Split — Record a stock split event
Adding a Transaction
Navigate to a portfolio and click "Transactions" (the history icon). Then click "Add Transaction" and fill in:
- Position — Select which holding the transaction applies to
- Type — Buy, Sell, Dividend, or Split
- Quantity — Number of shares
- Price — Price per share at execution
- Fee — Any brokerage or commission fees
- Date — When the transaction occurred
Filtering Transactions
Use the filter controls at the top of the transaction list to narrow by:
- Type — Show only buys, sells, dividends, or splits
- Symbol — Filter by a specific ticker
Why Record Transactions?
While positions track your current holdings, transactions provide a detailed audit trail. They feed into performance analytics, realized gain/loss calculations, and help you understand your investment history over time.