In this tutorial, we will show you how to manage your transactions.
Let's start with the command bar where you can find the transactions you need. Buy, Sell, Split or Reverse split.
As you can see, the Buy dialogue consists of important details of your transaction. Fill in all required information corresponding with the transaction executed by your broker. Select security, broker and date.
Visten provides the price automatically based on the selected date.
You can change it manually if necessary.
Conclude by entering quantity and broker fee where applicable.
Check the Total price and confirm by clicking the Create button.
Congratulations! You´ve just created a new transaction to keep track of your investment.
You will now see how the latest investment contribution to the overall return of your portfolio.
Select Sell in the command bar in order to close some of your open positions.
Follow the same procedure as for the Buy transaction and fill in all the missing data.
Check the Total price and confirm dialogue by clicking the Create button.
You can find all your open transactions in the Investments table.
Filter, group or sort your data to display particular records.
You can find all your closed positions in the Closed Investments table.
All transactions table serves as an overview table. It displays the history of all your transactions – Buy, Sell, Split or Reverse split.
Visten, evidence-based investing