A transaction is a record of activity in your portfolio. Each transaction represents an action that occured in your portfolio, such as a buy, sell, dividend or split.
The StockMarketEye Transactions view contains a list of all of the transactions that have occured in your portfolio. Click on the “Transaction” button in the toolbar to open the Transactions view.
You can modify the details of a transaction after it has been added. Changes that you make in a transaction’s details that are relevant to an existing position are automatically reflected in the Prices/Fundamentals view.
There are several ways to modify the details of a transaction.
Double-click on the transaction, or select it and click on the “Details” toolbar button.
A window specific to the type of transaction being edited will open. In this window you can modify many details of the transaction including date and price.
You can also edit some of the transaction’s details in-line in the table. To do this, first select the transaction to edit, then click in the cell of that line that you would like to edit. You can now change the value there and press ‘Return’ for the change to take effect.
It is also possible to delete transactions. Deleting a transaction will remove any portfolio item created by this transaction as well as adjusting the cash balance to negate the effects of this transaction.
To delete a transaction, select the transaction, then use the menu, Portfolio -> Delete from Transactions... You must confirm that you want to delete the transaction.
