To add a transaction to your Portfolio, click on the "Add Transaction" icon located above the "Intraday" drop menu. Note that if you do not have a portfolio in place, you will need to click on "+New Portfolio" before you can add in any transactions.


After clicking on "Add Transaction", you will need to enter in the symbol that you want to add to your Portfolio. The next screen will give you the ability to add in your entry price, entry date, the quantity, and any notes or adjustments that you want to keep track of for the ticker. Once done, click on "Apply".


Please note that you can only add one transaction at a time and Barchart Portfolio does not have the ability to import your Portfolio from another source.