Action log

The Actions page lists a row for each change you record, newest first: the symbol, shares, price per share and trade value, and cash movements as $CASH. A row is a record of what you entered, not a ledger Allocait balances against. Allocait works from current share counts, so the log is not a complete history of what you held.

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What a row carries

• Scenario label. A holdings change records the name of the portfolio’s active scenario, as text, at the time of the change. It isn’t a link, so renaming the scenario later doesn’t change old rows. A cash movement carries no scenario.
• Comments. Open a row to add or edit a comment, such as why you made the change. A comment changes no amount.

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Delete a row

Delete action removes the row and nothing else. It does not change any holding or cash, so it doesn’t undo the change. Deleting is permanent.

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From an agent or code

See Action and feedback tools.

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Next steps