How can I add my transactions?
You can add transactions in multiple ways:
- from any page, using the search bar to find the stock
- 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 importing a CSV or an Interactive Brokers statement
- automatically, by connecting your broker in Settings → Brokers
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.