Historic Transactions in MYP | Feature Requests

Historic Transactions in MYP

under review

Blue Halibut

It looks like transactions are recorded by adding or deleting individual securities. If I sell an equity, do I just delete it from the list? If so, then transaction history is lost, as is the ability to track the value of my portfolio over time.

April 4, 2024

Conor MacNeil

Merged in a post:

How do I enter multiple purchase dates for a symbol?

Fawn Zebra

I have symbols with multiple purchase dates. How do I handle this scenario?

November 6, 2026

Conor MacNeil

Merged in a post:

I want to store my buy prices, is there any location to do that after i remove from the portfolio.

Raisin Bison

November 6, 2026

Conor MacNeil

We don't current support historic transactions in My Portfolio. I will migrate this ticket to be merged with the feature request for that so you can be notified.

Fawn Zebra

I am using My Portfolio. Please see the purchase details attached. This illustrates multiple purchases.

Conor MacNeil

Fawn Zebra: If you have the LOTs available, you can enter them, as well as their separate cost and purchase dates, by pressing the "+ Add Lot" button in the edit modal.

Conor MacNeil

Hey Dave,

Can you explain what feature you are using, such as Watchlist or My Portfolio to record purchase dates?

Kryptonite green Albatross

yes it is esential that the history stays there even when sold. Also MYP when graphed it does not take into account buying or selling days. It only graph the asset as if you would have hold it forever. These things need to be fixed since we need to be able to show our partners the reality of their portfolio. Yahoo finance does this a lot better. The only reason I dont use it more is because is not authorized for my country. Please these are essential things to solve.

Conor MacNeil

updated the status to

under review

Oxblood Swan

Is there any timeline to this being taken up for development?

Conor MacNeil

Oxblood Swan: We are looking into this for next quarter.

Hibiscus Bandicoot

I HOPE IT WILL BE SOLVED SOON. THIS REQUIREMENT IS ESSENTIAL!!

Conor MacNeil

Merged in a post:

SELL PORTFOLIO SHARES

Hibiscus Bandicoot

HELLO. HOW DO YOU MODIFY YOUR PORTFOLIO WHEN YOU SELL A STOCK?

I SEE THAT IT CAN ONLY BE DELETED AS IS, BUT IT IS NO LONGER REFLECTED ANYWHERE. NOR THE BENEFIT OR LOSS IN “PAYMENTS MADE”? THANK YOU

June 1, 2026

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