Understanding the Activity feed

The Activity page lists every transaction across all your accounts and holdings, newest first.

• Use it to review, search, or filter your full transaction history in one place.
• Filter by transaction type, account, or period to narrow the list down.
• To see one holding's transactions, click it on the Holdings page.
• Click a transaction to open it, or use its menu to edit or delete it.
• Use Add transaction directly from this page to record a new one without navigating to the specific holding first.