Investment Transactions

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Investment Transactions

The Investment Transactions report lets you view all of the transactions into and out of an account, or all accounts.

This includes the date, account, symbol, action, price, quantity, fees and cash balance.

Define Scope of Report

Use the Investment Transactions dialog box to define the scope of the information to be included in the report:

si_reprtsinvstmntdialog.png

The General Report Options section contains setting relating to the Portfolio or account to access, accounting standards and the timeframe to include.

The Investment Transactions report is sorted by date and makes it easy for you to check your details against your broker's reports.

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