How do I view my transaction history?

Live Brokerage Account Transaction History

To view the transaction history in your live brokerage account, click on the My Generation Portfolio Icon, then select View Snapshot.

Once in the My Generation Portfolio snapshot, select the Transactions tab at the top. This will bring up your portfolio's transaction history.

 

 

View Practice Portfolio Transaction History

Click on your Practice Portfolio and select View Snapshot.

Select the Holdings tab at the top to display the current holdings in your portfolio.

Within your Holdings, you will see your Transaction History on the bottom right corner under Transactions. By default, this will only show you cash transactions.

If you would like to see your Transaction History only for a particular stock in your portfolio, simply click on the row of that stock. It will then display the transactions that took place only for that specific security.

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