Portfolio Management
Learn more advanced features and techniques for managing your portfolio data.
- Transaction Accuracy and Completeness
- Rebuild a Portfolio from its Transactions
- Using Portfolio Groups
- How To Transfer Holdings Between Portfolios
- Copy or Move Transactions from one Portfolio to Another
- Copy To vs Move To vs Transfer To a Portfolio
- Importing Transactions from a CSV File
- Export your Transactions to a CSV File
- Format of the Transactions CSV File
- Importing Charles Schwab Transactions from a CSV File
- Converting Dividend+Buy Transaction Pairs to Reinvested Dividends
- Cost Basis Calculations
- Comparing Performance to a Benchmark