How do I add new transactions?


  • After logging in, click Add Transactions.

  • Before you can add the first transaction for a given fund,

    you need to add the fund's name to Your Current List of funds.

    To add a new fund see "How do I add a new fund?".

  • Once the fund is added to Your Current List of funds,

    select the fund's name from the list (see figure below).

    Add Transaction 1

  • Then, simply select the transaction type, the date, and enter the

    Number of Share and the Share Price (no commas or letters)

    in the apposite text areas (See figure below).

    Add Transaction 2

  • Finally, click the Add Transactions button.