About View/Edit/Delete Transactions: The View/Edit/Delete Transactions page shows a list of the transactions for all the other investments in your portfolio and gives you the ability to edit or delete these transactions.
What do you want to do?
For each transaction, Globe Portfolio displays the following information:
Name of the investment.
Date of the transaction.
Number of shares involved in the transaction.
Unit price of the investment on the date of the transaction.
The action associated with a transaction could be any of the following.
BUY - a buy transaction that you entered
SELL - a sell transaction that you entered
VALUE - a user-entered transaction to update the market value of the investment. This type of transaction does not change Units column or the Total Price column.
INCOME - a user-entered transaction to record income or an expense associated with the asset. This type of transaction does not change Units column.
Number of units involved in the transaction.
Unit price per unit on the date of the transaction.
Dollar amount of income associated with the transaction.
Dollar amount of any fees or expenses associated with the transaction.
After completion of the transaction, the total number of units for that asset in the portfolio.
Deleting a transaction should be something you do very infrequently. Once a transaction is deleted, you cannot display or access it again. To delete transaction, follow these steps:
Back to top