Accountable Finance processes updates nightly to the stocks you’ve added. This includes dividends, closing price, reinvesting dividends (if applicable), and splitting the stock (if a split was issued).
We then compute the new value of the portfolio, and update performance metrics accordingly. Any new transactions outside of those mentioned, need to be added by you (manually or through Plaid syncing) in order to ensure nightly portfolio performance updates are accurate.
You can add as many historical Buy/Sell transactions as necessary, and at any time.