Recording a Sell Order 

Recording a Sell Order In the main Portfolio Chart window, left click on the transaction that is completed and select the Exit Trade button. This action will record your Exit Transaction.

An Exit Transaction window will be displayed where you will be required to enter the details of the transaction.

The top section of this window is the section that must be completed in order for a transaction to be recorded. Ensure that the sell Date field and all other fields are filled in correctly.

The bottom section of this window will allow you to assign a sale to specific buy orders.

Enter the Transaction Quantity. 

If the fields in the top section have been entered, these details will automatically be displayed in the Assign quantities to sell window.

To store the transaction, click on the Store button.

The main Portfolio window will now be displayed containing your updated transaction list.  (The transaction will be moved to the Portfolio History).