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:
1. Go to the Generator tab - or select https://www.dividendmax.com/portfolios
2. Select your portfolio from the menu at the top of the screen (in the example below, it's the white box with orange around it)
3. Select the Transactions tab - here you'll see a list of all your transactions
Select the transaction you want to edit - you will get a popup to show more information
To edit the transaction, select the edit function at the bottom of the pop up
4. Modify your transaction as desired and select Update Transaction to save
