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Edit transaction


You can edit recorded transactions at any time. To do this, follow these steps:

  1. Open the corresponding model portfolio.
  2. Select the "Transactions" view from the corresponding "Chart type" drop-down list.
  3. Then click the "Edit order" icon in the transaction list on the left in the row with the order you want to edit.
  4. In the "Change order in securities account" dialogue window, you can then change the data (date, price, number of units, fees) and confirm with the "Change order" button.

    The transaction and the resulting values in the sample portfolio are updated accordingly.
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