Add a transaction manually

Portfolio transactions can be added in three ways: automatically from your IBKR connection, by CSV for batch imports, or individually and manually directly from the web app.

Note that to create a transaction, its underlying asset needs to exist in IBviz's database. Most listed assets are readily available — if yours isn't, reach out to us. Private assets (e.g. real estate, private equity, collectibles) need to be created first.

Steps

• Select the relevant portfolio, click Dashboards, then the Transactions tab, then Add new.
• Fill in the requested details in the pop-up window, then click Add new.
• Transaction details can be reviewed by clicking the eye icon next to any transaction.
• Once all transactions are entered, click Update analytics.

Note: For performance and contribution metrics to be coherent, the oldest transaction in your history should be an initial deposit — not a buy or sell.