Search your transaction history
The transaction history has all your movements from all your brokers in one place.
Step by step
- Go to Transactions.
- Filter by type, broker, year or group, or type an asset (for example AAPL or BTC).
- Look at the Filter totals: bought, sold, deposited, withdrawn, dividends, fees and taxes.
- Click Clear filters to see everything again.
What you will see
- Each movement with its date, type, quantity, price and amount. Hover over the amount to see it in its original currency.
- Transactions you added by hand have the by hand tag and can be edited or deleted.
Common problems and questions
- Can I export the history as CSV?
- The full export is in Settings → Your data, as a JSON file.
- A transaction is missing.
- Add it by hand or check the import.
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Asterholm is a read-only portfolio viewer. Nothing in this guide is financial advice.