Managing transactions
Transactions are the basis of your portfolio and trading journal. Once you add buys and sells, Moula computes holdings, cost, profit, and ROI, and shows daily performance by holding and for the whole portfolio.
You can log stocks and options (calls and puts). When you add a transaction for a stock that isn't in your favorites yet, Moula adds it to your favorites automatically, as long as you have room within your favorites limit.
Adding 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 (see Connecting your broker)
Importing a file
The best way to import multiple transactions at once is through the CSV import. Make sure you download the CSV template and fill your transactions history by following its guidance. Upload the file, fix any validation errors, then confirm to import.
You can also upload an Interactive Brokers Activity Statement as exported. Moula detects the format and imports the stock and option trades it contains. Re-importing the same file won't create duplicates.
Quick setup
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.
Editing a transaction
You can edit any transaction from the transactions page by clicking on it.
Portfolio performance
Your portfolio overview and history (by holding and aggregate) update automatically after any change to your transactions. It also updates daily as end-of-day quotes data is available.
To see returns that account for the money you add or withdraw, such as time-weighted return and XIRR, log your deposits and withdrawals on the Transfers page. If you connect a broker, they sync automatically.
Privacy and security
Your portfolio data belongs to you and is never sold or shared with advertisers. Moula can't place trades on your behalf. If you connect a broker, the connection is secure and read-only, handled by SnapTrade. You can also use Moula without connecting a broker, just as if you were using a spreadsheet without its limitations. All data is transmitted over encrypted connections and stored on secure infrastructure with restricted access.