After you calculated recommendations and made real-life trades at your broker (same trades as recommended or other ones) you need to input this information into the system. It can be made in two ways (with no difference in result):
Recommendation-based trades
1. In recommendations section click “Preview order” button. Order preview page with selected recommended trades will appear.
2. Check and adjust data according to your real-life trades.
3. Click “Execute” button. Trade status changes to “Executed”. All bought & sold stocks now has being added/deleted to your portfolio. Available cash will be adjusted accordingly.
Manual trades
In trades section of portfolio management page:
1. Enter symbol you’ve bought or sold
2. Chose trade type (buy or sell) and choose corresponding amount of dividends (if any) from drop down list
3. Enter quantity of the stocks you’ve bought or sold
4. Enter price into “Price” field
5. Enter actual broker commission amount
6. ENSURE THAT “AFFECT CASH” CHECKBOX IS CHECKED! If it is not checked, PortfolioRunner treats the trade just as correction and will not affect Available cash.
7. Click “Submit” button..
8. Repeat steps 1-7 for every stock you’ve traded.
