How can I add my transactions?

Transactions can be added for assets that are in your favorites.

To add a transaction, either use the search bar to search for an asset that is in your favorites, or go to the favorites pages, point your mouse over the asset, and click on the "Add transaction" icon.

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.

For now, there's no CSV bulk upload functionality but it's on the roadmap.