Record an investment purchase, sale, or other
transaction in the Portfolio Manager
If you don't
use online updates for an investment account, you can type in your
investment transactions. You don't need to record all the details
of each transaction; you can simply track how many shares you have.
To record an investment
transaction:
- Go to the Portfolio Manager.
- Do one of the following:
- To change how many shares of an investment you own, without
keeping track of prices, purchase dates, or other transaction
details: In the left pane under Common tasks,
click Work with investments, and then click
Update your shares.
- To add transaction information for a new investment: In the
left pane under Common tasks, click Work
with investments, and then click Set up a new
investment. Follow the instructions on the screen.
- To add a transaction for an investment that's already in your
portfolio: Click the investment name, click New,
and then enter the information.
Notes
- If you don't see your investments listed in the Portfolio
Manager, click the plus sign (+) next to an account name.
- If you have the same investment in different accounts,
double-check the Account field each time you enter
a transaction to make sure the transaction is being entered in the
right account.
- To edit a transaction you've already entered, click the
investment name, and then double-click the transaction.
