Create an action

To get insight into your portfolio, you enter your broker actions. For many brokers, you can also import them directly (Import your broker). Using a different broker? Then you can import all your actions at once with our Google Sheets template (Import actions with Google Sheets).

Have you been investing for several years? Then entering all your actions manually takes a lot of time. You can also work with the average purchase price (APP) of a security instead (Input actions of multiple years).

We support shares, ETFs, funds, bonds, metals and crypto.

New action input

Go to the actions page and click New action. At the top, select the broker and the date of your action. The date defaults to your latest action at that broker.

Below that, choose the type of action:

Transaction: buying or selling a security.
Dividend: a dividend received from a security.
FX conversion: converting money from one currency to another.
Booking: a deposit to or withdrawal from your broker account.
Expense: broker costs, such as connection fees.
Income: income from your broker, such as cashback.

With Paid with or Received in, you choose which cash position the money comes from or goes to. At the bottom of the form, you see per currency what the action does to your cash.

You can read more about cash in different currencies in How do multiple currencies work?

Transaction

Search for the security by name, ISIN or symbol. We select an exchange for you. Did you buy the security on a different exchange? Then change the Exchange. Below the security, you can also link it to a strategy right away. If the ISIN of a security has changed, we suggest the new one. A new transaction starts from your last purchase of the same security.

Buy or Sell: whether you bought or sold the security.
Amount: the number of securities.
Price per security: the price per security. At the top right, you see the price on that day. Click it to fill it in.
Paid with or Received in: the cash position you paid with or received the proceeds in. By default, this is the currency of the security.
Transaction costs: the costs your broker charged. Turn this on if you paid costs.
Transaction tax: mainly with Belgian brokers, you pay transaction tax. Turn this on if it applies to you.

You enter costs and tax as a fixed amount or as a percentage. We remember your last choice. They can also be in a different currency than the price.

Is your security or exchange not listed? Let us know and we'll try to add it as soon as possible.

An effect is not available

The stock market of an effect is not available

Dividend

First, search for the security you received the dividend from.

Amount: the dividend amount.
Received in: the cash position you received the dividend in. If you receive it in a different currency, enter your broker's exchange rate here.
Dividend tax: the dividend tax withheld. Turn this on if tax was withheld.
Dividend costs: any costs your broker charged on the dividend.

Has your security undergone a stock split? PDT processes stock splits automatically. Was a stock split not processed correctly? Let us know via The data of an effect is incorrect or unknown.

FX conversion

Did you convert money, for example from euros to dollars? Record it as an FX conversion.

From: the currency and amount you converted.
To: the currency and amount you received.

We calculate the exchange rate for you. While you type, you'll see how much you hold in each currency. Did your broker charge costs or tax on the conversion? Turn on Conversion cost or Conversion tax. You enter these in their own currency too.

Does your broker convert automatically when you buy, like DEGIRO's AutoFX? Then you can pay for the purchase directly with your euro cash position. A separate FX conversion isn't needed.

Booking

Choose whether it's a Deposit or a Withdrawal and enter the amount. Did your broker charge costs or tax on the deposit or withdrawal? Turn on Booking cost or Booking tax.

Expense

Here you enter broker costs that don't belong to a transaction, such as connection fees or costs for trading on a certain exchange. Under Paid with, select the cash position the costs were charged to. The optional Description helps you see later what the costs were for.

Income

Do you receive money from your broker that isn't a dividend, such as cashback? Enter it here as Broker income. Under Received in, select the cash position you received it in. You can add a Description here as well.

Saving

Click Save or press Cmd/Ctrl + Enter. Want to enter several actions in a row? Click Save & new action.

Does a value look unusual, for example a price far away from the market price? Then we ask you to confirm it before we save the action.

Made a mistake after all? Read Edit or delete an action.