You can view and edit the history of any ticker in your portfolio. Once in the update window of the portfolio, you can click on any ticker to view the history.
Clicking the ticker opens the history tab of the ticker and will display the initial position, current position and all the history of the ticker. If you need to make an adjustment on the quantity, cost per share, basis and value you can edit the values as seen in the screenshot below by clicking into cell. If you need to remove any history you can click the x next to the line you want to remove. The initial position and the current position lines can not be removed.
If you need to add any new history, you can do this by clicking the New Row button in the bottom left of the window. This will display the window below, where you can select either Edit Position or Enter Trade then enter the date, quantity and cost per share.
When entering a position or a trade the date can’t be older than the initial position date.
