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Add Transaction

With a manual portfolio you have the ability to add your transactions manually. Once opening a new portfolio, simply click ‘Add Transaction’ button at the top of page to start adding your holdings.

You have multiple options for different transactions such as: buy, sell, deposit, fees and much more:

Clicking ‘Save & Add’ will update the portfolio and will keep the ‘Add Transaction’ popup open to continue adding transactions. Clicking ‘Save’ will update the portfolio and close the popup.

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