Add transactions to your portfolio
Google Finance portfolios allow you to track your buy, sell, buy to cover, and sell short transactions. Your portfolio also records commissions, transaction dates, returns, as well as cash deposits and withdrawals.
How to add a transaction to your portfolio
- In the grey "Add symbol" bar you can enter the stock symbol. You can also Add transaction data which includes: intransaction date, price, and number of shares. The rest of the fields are optional.
- Click the Add to portfolio button.
Adding multiple transactions to a company
You can add multiple transactions to the same company. This is done in the same way as adding a new transaction. You simply type in the stock symbol and add the new transaction data. The Performance view will combine this new transaction with the old to display summary information per company. If you wish to see the transaction separated you can view them in the Transaction tab.
If you want a transaction to affect your cash balance, check the "Deduct from cash" box. This setting is sticky: future transactions will stay cash-linked until you un-check the box.
Once transactions are entered, you can view and change which of your transactions are linked to a cash balance in your portfolio. Simply visit the transaction-editing page in your portfolio, and check or un-check the box labeled "Cash-linked."