Recording Transactions

Add a buy or sell from the Shares page; the company's status updates automatically.

Use the Add transaction button on the Shares page to record a trade.

The form

Company — pick from your watchlist (search by name or ticker).
Type — Purchase or Sale.
Quantity and Price — the total is calculated for you.
Date — defaults to today.
Notes — optional.

Status side-effect

Saving a transaction updates the company's Status on the Companies table to match the transaction type:

a Purchase marks the company as Purchase (you hold it),
a Sale marks it as Sale.

Companies you never traded stay Not Invested.

Deleting

Each row's menu offers Delete for corrections. There is no edit yet — delete and re-add if you mistyped.

Record transactions promptly: the Home dashboard's net-invested chart plots them by date, so a complete ledger gives you an accurate curve of your exposure over time.

Transactions

The Shares page lists every buy and sell transaction, each linked to a watchlist company by its ticker.

Portfolio Overview

The Home dashboard turns the transaction ledger into portfolio insight — totals, a net-invested chart and recent activity.