Transactions

A brokerage account’s transactions, newest first. It needs a connected brokerage account; see Brokerage accounts. See Transactions.

Schwab transactions: trades, an assignment, and an expiration, each with its date, type, security, quantity, and amount.

What it shows

Date, Type, Security, Qty, and Amount, a page at a time; more load as you scroll. Refresh fetches new transactions from the brokerage.

Settings

Configure sets the Brokerage and Account.

Actions

⋮ opens Open Portfolio and Open Orders.