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Show transactions of a position

For all existing positions in your portfolio, you can display the transactions entered so far. To do this, follow these steps:

  1. Go to the "Portfolio" widget.
  2. Open the corresponding portfolio from the drop-down list.
  3. In the position overview, open the menu via the menu icon in the row with the position to be deleted and select the "Buy to add" menu entry.

    Now, the "Transactions" dialogue window lists all transactions of the selected position.
  4. Use the close icon in the upper right corner to close the "Transactions" dialogue window.

The columns in the "Transactions" dialogue window in detail:

  • Type (for example, purchase of securities, sale of securities, dividends, buy and sale charges)
  • Date
  • Quantity
  • Price
  • Currency
  • Exchange rate
  • Amount

Click a column header to re-sort the list. Below the table, you can see the sum of the displayed amounts.

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