How to edit a transaction in Portfolio 2.0
I'm trying to figure out how to edit cost basis of a transaction in Portfolio 2.0. Going to Settings/Add a Holding brings up the "transaction" but does not seem to allow for edits. Any ideas? Or how to revert to the former pre-Portfolio 2.0 as a workaround?
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E.H. Levering
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You can quickly edit transactions from a desktop or mobile browser with these steps:
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E.H. Levering
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I found a workaround. The problem exists from a PC in the online version, but via my Android phone, in the WEB version (not the app), it allows you to edit a transactions' details and save them.