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Create Transaction

Nick Clason edited this page Feb 8, 2022 · 8 revisions

How to Create a Transaction

Transactions are how you add/remove holdings from your SCK account. In order to create a transaction you must complete the following form:

Symbol

This is where you enter the stock ticker for the asset you wish to create a transaction for

Quantity

This is where you enter how many of the asset are being handled by this transaction

Date

This is where you enter the date the transaction took place

Buy/Sell

This is where you enter if this transaction was Buy or Sell. The default is Buy

Once you have added a transaction, if your portfolio currently contains any holdings, they will then appear in the Portfolio area of your Dashboard

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