This article describes how to make a transaction portfolio. This involves converting a watchlist portfolio to a transaction portfolio.

To add a transaction history to an existing watchlist portfolio, please follow these steps:

1. Open one of your existing watchlist portfolios. To access your portfolios, mouse over the My Portfolios tab on the Yahoo! Finance homepage, and select a portfolio.
2. Once the positions view has loaded, click Edit to the right of the portfolio name.
3. Scroll to the bottom of the "Edit Portfolio page and click Add transaction history.
4. On the "Convert Portfolio" page, enter the information you would like to track:
   • Shares and Price Per Share are required.
   • Trade Date, Comments and Notes are optional.
   • Any symbols for which you exclude share or price data will not be included in the portfolio after you save it.
   • You can also adjust the amount of cash in any of the cashlines in your portfolio in the "Amount" column. For more information about cashlines, please refer to this article. 
5. Click Continue.
6. Click Convert.

Your Yahoo! Finance account will now have a transaction portfolio with the original name of the portfolio you just converted, and it will have an exact copy of the basic portfolio that you converted from, which will now be named "[Portfolio name] (old)" -- without the square brackets.