To import portfolio transactions you can use three methods, 

1. Ask InvestGlass team to map your custodian / broker
2. Use InvestGlass api here
3. Import manually 

Here we will focus on manual import 

Step 1
Go to a Portfolio, click on Actions then New Transactions

Step 2
Click on Transaction and select the transaction type

Step 3
Select a Security and Click on Select

Step 4
Type in transaction details and add Fee and Tax if needed

Step 5
Click Save

You can also import a list of transactions.

Step 1  
Select a portfolio and click on ACTIONS Select Edit  

Step 2
Import Transactions from the Settings. You can download a sample file here too.
Then click on Save

From the Edit /  Performance page you can download a sample file and import performance history with time weighted return performance concept. TWR.
Then click on Save.

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