Tap any amount to edit it — confirming an edit automatically marks it as received (green).
Tap the small dot beside any amount to manually toggle received/expected without changing the value.
● Green = received | Purple = expected
💡 Update prices here — all calculations across Holdings, REITs and Summary update instantly.
Changes are saved in your browser.
📝 Log a BUY or SELL — this records the transaction.
After logging, follow the checklist below to update Holdings, REITs Detail and Dividends in the Excel file.
Transaction Details
Transaction Log (this session)
Checklist — What to Update in Excel After This Transaction