Manage Portfolios, Holdings & Transactions

Manage portfolios, holdings, trades, transactions, groups, columns, ownership changes and portfolio cleanup.

41 articles

Collections

Portfolios14 articlesRename, duplicate, delete, share and organise portfolios.

Holdings7 articlesEdit, move, delete, classify and troubleshoot individual holdings.

Trades & Transactions6 articlesUnderstand, edit, delete, review and troubleshoot trades and transaction records.

Portfolio Data Troubleshooting2 articlesFix portfolio value, holdings, quantity, missing history and data-quality issues.

Corporate Actions & Special Situations12 articlesRecord splits, consolidations, mergers, acquisitions, demergers, restructures and exchange or ticker changes.