To add a holding (i.e. transaction) all you need is to follow several easy steps:
- Tap the "Gains & Losses" tab
- Find the stock you want to add holding to. If this stock already has a holding - tap the ( i ) icon, if not - tap "Add Holding" button.
- Enter all the info needed. You may correct the price per share or number of share later at any time.
You can also add several holdings to one stock:
When you are on the 'Gains & Losses' tab, tap the ( i ) icon next to the stock symbol that already has holding, you'll see the previously added holdings. In order to add another one - please tap on the blue 'Add Holding' button above the list of holdings:
If your stock has several transactions (e.g. if AAPL has 2 holdings shown above) you will see your profit for each of them in the list of holdings. When located on the Portfolio screen, each stock represents a combined profit/loss from all its holdings.