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Edit or delete one ledger row

Fix a typo in a buy or sell, or remove a row you entered by mistake.

Example: the Transactions ledger with an Edit and a Delete control on each row.
Example — a synthetic book on a test build. Figures are illustrative, not a real portfolio.
  1. Open the Transactions tab on the dashboard.
  2. Choose Edit on a buy or sell to change its quantity, price or fees, or Delete to remove it.
  3. Read the confirmation. Cash, the holding and FIFO gains are worked out again from the changed ledger.
  4. If a later sell would need more units than you would hold, the change is refused and nothing is written.

General information only, not financial advice.

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Edit or delete one ledger row — AetherForge AI docs — AetherForge AI