You can also enter a trade into your portfolio directly from the Table. To do so, right-click a stock in the Table and select ‘Trade in Portfolio’ from the drop-down menu.
This will bring up a box (shown below) where you can choose the destination portfolio (or create a new one), choose if you want to buy or sell the stock, select the date for the transaction, select the quantity and buy price (the buy price defaults to the current price, or the closing price if a date other than the current date is selected). The ‘Total’ will update to reflect the value of the transaction, and you can also choose to have your portfolio’s cash position automatically adjusted by clicking the ‘Adjust cash’ box.
To buy or sell multiple stocks, select multiple stocks from the table by using CTRL + clicking the row to select the tickers. Then right-click on any of selected rows and select ‘Trade in Portfolio’
This will bring up a box (shown below) where you can choose the destination portfolio (or create a new one), choose if you want to buy all equally or sell all, select the date for the transaction and select amount in dollars of how much you want to buy of each ticker. The ‘Total’ will update to reflect the value of the transaction, and you can also choose to have your portfolio’s cash position automatically adjusted by clicking the ‘Adjust cash’ box.
