How do I add transactions to my portfolio?

To add a transaction:

• Go to Portfolio in the top right-hand corner (next to ‘My Account’)
• From your Portfolio Dashboard, select New Portfolio if you have not yet created one
• Open the Transactions tab and click Add transaction.
• Enter the relevant details, including asset type, symbol, transaction type, number of shares, price, fees and transaction date.

To sort or filter transactions, select the relevant portfolio and open the Transactions tab. You can filter by asset class, transaction type, specific asset or date range to find what you need.

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