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Recording of Multiple Buy Orders for the Same Security

Written by Administrator Wednesday, 23 January 2008 10:00
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Recording of Multiple Buy Orders for the Same Security 

A unique feature of the Portfolio Manager is the ability to deal with multiple transactions for the same security.

Once you have added a transaction, you can then enter another transaction for the same security.

To do this, click on the Enter Trade button.

 

Fill out the purchase details in the Enter Transaction window for the same security, and then store the transaction.

 

Your transaction will now be added to your Portfolio.

You will now notice that to the left of the company code there is a + symbol.

 To view the individual trades for this security, click on the + symbol to the left of the security. You will then be presented with a breakdown of trades for that particular security.

Last modified on Wednesday, 08 October 2008 10:00