When to edit a portfolio or a transaction

To change the sorting of entries within a portfolio, or to quickly add or delete a portfolio entry, edit your portfolio to make the necessary changes in the textbox. To edit specific transactions of your portfolio, such as number of shares or the price you paid for a security, edit your transactions.

How helpful is this article:

Feedback recorded. Thanks!
  • Not at all helpful
  • Not very helpful
  • Somewhat helpful
  • Very helpful
  • Extremely helpful