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How to Edit a Transaction in Your Portfolio?

In this article, you will find brief instructions on how to edit transactions in your portfolio.

Martha avatar
Written by Martha
Updated this week

The edit function is available only for the Manual and Fill transactions. For editing manual transaction information, please perform the following steps:

Web

Go to the Portfolio Tracker page

Open the Transactions tab

Select the transaction you'd like to edit and click on it

Tap Edit, as shown in the screenshot below.

Edit the information you need and click on the Save button

You can also edit your transactions from the Cryptocurrencies page. Open the Holdings tab and select the portfolio from the list to proceed.
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Mobile

  • Go to the Portfolio page

  • Expand the portfolio selection list by tapping on the icons at the top right corner

  • Select the manual portfolio of your choice from the list

  • Go to the History tab

  • Click on the transaction you wish to adjust and tap on Edit

  • Edit the information you need and click on the Update button.

    Note: adding notes can also be done from the transaction details view, by tapping on the Edit button next to the Notes field.
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Feel free to reach out to us via in-app/on-site chat in case of any questions.

What's Next?

How to Delete a Transaction From Your Portfolio?

How to Add Transaction to Your Manual Portfolio?

How Can I Export My Transactions to a CSV File?

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