To edit a transaction, you must have already:
- Created your own Portfolio - How do I create a new portfolio?
- Added at least one transaction - How do I add a transaction to my portfolio?
When these steps are complete, you'll be able to edit any transaction added to your portfolio.
To edit a transaction in your portfolio:
- Go to the GeneratorMax tab - or select https://www.dividendmax.com/portfolios
- Select your portfolio from the menu - the menu is the orange text button displayed at the top right of the screen
- Select the Transactions tab - here you'll see a list of all your transactions
- Select the transaction you want to edit - the cell will expand to show more information
- To edit the transaction, select the blue pencil icon displayed in the top right of the cell
- Modify your transaction as desired and select Update Transaction to save