Add a Transaction

The app supports the following types of transactions: Buy, Sell, Short, Buy to Cover, Split, Dividend, and Dividend + Reinvestment.

To add a transaction to an existing quote: From the 'Quotes' tab, click the quote you want to add to, swipe right to the 'Transactions' tab, and click 'Add' from the top menu. You can change the 'Type' to reflect the type of transaction.

To add a transaction to a new quote: From the 'Quotes' tab, click 'Add' from the top menu, enter the symbol, and click the 'Add Transaction' button, and enter the transaction details.