WealthManage your transactions
The Transactions tab keeps the full history of every move in your accounts: buys, sells and dividends received. It's the foundation for accurate performance tracking and useful tax records.
In the app 路 Transactions
+ Add a transaction
Buy
SHOP.TO
2025-03-12
10
$142.50
$0
Save
Open the Transactions tab
In the app's left menu, click Transactions to see the history of all your moves.
Click Add a transaction
Click the Add a transaction button to open the entry form.
Fill in the details of the move
Pick the Portfolio involved, then the Type (buy, sell or dividend), the Symbol and the Date of the transaction.
Enter the quantity and costs
Enter the Quantity, the Price per unit and the Commission paid, then save. The transaction is added to your history and your position updates automatically.
Tip: a complete transaction history lets WealthWise calculate a much more accurate time-weighted return (TWR) than if you only enter a final position.
Connected broker account: import your full SnapTrade history directly from Transactions. Manual entry and CSV import remain available too.
Ready to track your moves?
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