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How to enter a Buy and Sell Transaction in the Stock Doctor Portfolio Manager?

To enter a Buy Transaction:

- Navigate to the portfolio director:
https://www.stockdoctor.com.au/Portfolio
- Click on your Portfolio
Above the heading 'Securities Held' to the right of the page
-Click the blue button 'New Buy'
-Enter buy details
-Click 'Savenew_buy.PNG

To enter a Sell Transaction:

- Navigate to the portfolio director:
https://www.stockdoctor.com.au/Portfolio
- Click on your Portfolio
Under the heading 'Securities Held'
- Click on the 'Company' or 'Code' that you want to sell
bhpp.png
(This will show you all the transactions for this company.)
Under the heading 'Trades and Adjustments'
Click 'New Sell'
-Enter the Sell Details
-Click 'Save'

bphs.PNG


 

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