How can I add my transactions?

You can add transactions in multiple ways:

  • from any page, using the search bar to search for an asset that is in your favorites
  • in the favorites list page, by clicking on the three dots to the left of any favorite to access its action menu
  • in the details page of any favorite by clicking on the add transaction button
  • from the transactions page by clicking on the add transaction button
  • from the transactions page by using the CSV bulk import

For a non-time-consuming setup, instead of adding all your historical transactions, you could start off by adding your current average cost basis and selecting today's date as a transaction date.