What Portfolio Transactions Unlocks
The portfolio transactions feature, available on Pro and Premium plans, allows you to log every individual buy and sell order with quantity, price per share, and date. This creates a complete record of your CSE investment activity rather than just a snapshot of current holdings at an average cost basis.
How It Improves Your Portfolio Tracking
Comparing Transactions to Alert Decisions
When you log transactions alongside your alert activity, you can directly assess whether your alert rules are translating to good entries. If a breakout alert fired and you entered, you can see from the transaction log whether the entry was at a price that subsequently proved well-timed. This feedback loop improves your alert threshold calibration over time.
Use the notes field on each transaction to record what triggered the trade: 'entered on breakout_high alert', 'bought on rsi_below 35 signal', 'sold pre ex-date'. After 6 months, you will have a data set showing which alert types and conditions consistently led to good outcomes for your trading style.