Bring in your data

How to add transactions by hand

You can record any transaction by hand: from a broker that exports nothing, or one that is missing from your statement.

Open Transactions →

Step by step

  1. Go to Transactions and click Add transaction.
  2. Choose the portfolio. For a broker with no file and no key, choose + New manual portfolio… and name it.
  3. Choose the type: buy, sell, dividend, deposit, withdrawal, fee, interest, tax, transfer in or out, or split.
  4. Enter the date, search for the symbol (for example AAPL, VUAA.L or BTC), the quantity, the price and the fee.
  5. Check the amount (it is calculated for you; you can change it) and click Save.

What you will see

  • The transaction appears in the history with the by hand tag. Only those can be edited or deleted.
  • Your portfolio is recalculated in a few seconds.

Common problems and questions

There was a split and my units do not add up.
Add a split transaction with the ratio: 4 for a 4-for-1 split, 0.1 for a 1-for-10 reverse split.
It says I am selling more than I had.
Check the date and the portfolio. If it is right (for example, an old buy is missing), add that buy first.
Does a manual portfolio count towards my plan?
Yes, it counts as one broker connection.

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Asterholm is a read-only portfolio viewer. Nothing in this guide is financial advice.