Confirming individual unconfirmed transactions

In your Sharesight portfolio you can confirm individual unconfirmed transactions quickly and easily from the Individual Holding Page for each holding.

1 – On the Portfolio Overview Page, click on the holding.

2 – On the Individual Holding Page, click ‘Edit’ on the unconfirmed transaction.

2 - Confirming individual unconfirmed transactions

3 – Review the information on the ‘Edit a Payment’ pop up window and edit if required.

4 – Click ‘Save and confirm payout’.

Note: Once a dividend or trade has been confirmed, the lightning bolt icon - lightning bolt icon will disappear. This data is now permanently saved against your portfolio and will no longer automatically recalculate when you make changes to the holding.e.g. adjusting or [adding additional trades(/recording-trades-dividends-and-adjustments/ “Adding trades”).

Edit a Payment

Last modified on April 26, 2018 UTC