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How do I add a Stock Sale?

Investment Details

Katherine Blansett avatar
Written by Katherine Blansett
Updated over a year ago

To add a realization event, click the 'Add Transaction' button within the certificates, for example here:

Once clicked, a new window will pop up - enter the transaction details (e.g. stock sale) hit "Add Sale Transaction" to save your details, example:
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The transaction status will be updated and your realized value will be displayed at the top.

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