Confirming individual unconfirmed transactions

Content also available for tax entities or on our global site.

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