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How to Register a Sale Transaction in the Portfolio Tracker

Registering a sale transaction in the free Junto Portfolio Tracker is simple. We do it just like the first two steps in registering a purchase transaction.

Let’s say we wish to sell half of our shares in Euro Ventures GmbH at the current price of 210 EUR.

Step 1: Register the Transaction

We register the following line in the Transactions tab.

Registering a sale transaction in the Portfolio Tracker

Step 2: Register the Cash Flow

We register an incoming cash flow from the sale since our cash increases when the shares are sold. Therefore, we register the following line in the Cash Register tab.

Registration of a sale in the Cash Register

See Also

How to Register a Purchase Transaction
Let’s demonstrate how to correctly enter a purchase of a stock using the fictional company: Company XYZ Inc.

How to Review Your Portfolio
Let’s say that 2 months have gone by and you wish to take a look at your portfolio status.

How to Register a Dividend
It’s now 7 months later and Div Corporation decides to pay the same dividend as last year: 5 USD per share.

How to Register a Stock Split
Company XYZ Inc now decides to do a 2-for-1 stock split so that the amount of shares outstanding doubles and the market price of each share consequently halves.

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