Shares
Transactions
The Shares page lists every buy and sell transaction, each linked to a watchlist company by its ticker.
The Shares page is the transaction ledger. Every row is one buy or sell, linked to a company on your watchlist.
Transaction fields
| Field | Meaning |
|---|---|
| Company | The watchlist company (shown with logo and name), linked by ticker |
| Type | Purchase or Sale |
| Quantity | Number of shares |
| Price | Price per share |
| Total | Quantity × price, stored with the transaction |
| Date | When the trade happened |
| Notes | Optional free text |
Where transactions show up
- The Shares table itself, filterable by company.
- The Home dashboard — totals, the net-invested-over-time chart and the recent-transactions list are all derived from this ledger. See Portfolio Overview.
- The company's Status on the Companies table follows its latest transaction.
Deleting a company removes its transactions too — the ledger never contains orphaned rows.