Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

InvestmentTransactions represent the different types of activity in an investment account, including buying and selling securities, earning dividends, cash contributions, and more. Transactions are described by quantity, price, amount, and other descriptive fields.

...

  • Users can have a Default Holding Period or enter the Holding Period and get Investments( Holdings + Transaction) related to Investment Accounts for the duration.

...