If your Portfolio is a watchlist or holdings you can add transactions in a number of ways.
Note: If you are able to download a CSV from your broker we recommend using our Import Tool to import the transactions into a new Portfolio rather than manually adding transactions.
Click to go to our Import Tool.
To add transactions there are 2 options:
1. Clicking "+Add transaction data" in the Holdings section
2. Using the "Edit Portfolio" screen (you can copy and paste transaction data into the cells)