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How can I add portfolio adjustment to a portfolio?

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  1. Click en el ícono de menú (☰) y luego en “Accounts“
  2. En la lista de cuentas, click en la flecha (˅) a la derecha de la cuenta que quieres ajustar, para expandirla
  3. Se despliega una tabla de “Adjustments” con un botón “+ Add Adjustment“
  4. Se abre un modal “New Adjustment” donde eliges el “Adjustment type” (Deposit, Withdraw, Internal Transfer, Broker Interest Paid, Account Transfer, Other Fees, Interest You Paid, Dividend Cash), la fecha, el valor y una descripción opcional
  5. Click en “Submit” (el botón ya no dice “Save Changes”)

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