By default, the Transactions view displays all transactions that have occurred in a portfolio.  You can filter the transactions list by limiting them to:


  • a specific period
  • a specific symbol
  • specific types of transactions



 Viewing transactions for a specific period


To view transactions for a specific period:


    1. Click the period selector.



    2. The Select Period window appears.



    3. Select the desired period and click OK to filter the transactions view.



 Viewing transactions for a specific symbol


To view transactions for a specific symbol:


    1. Click the symbol selector.



    2. The Filter Symbols window appears.



    3. Select the desired symbol from the drop down list and click OK to filter the transactions view.



 Viewing specific types of transactions


To view specific types of transactions:


    1. Click the transaction types selector.



    2. The Show These Transactions window appears.



    3. Choose the desired transaction types and click OK to filter the transactions view.


See also:


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