In Activity. It's the basis for how many shares or coins you hold. You book buys, sells, transfers and opening balances by hand or by import.
Westara calculates holdings from these entries. You change sector, notes and labels on Holdings without changing the quantity.
Value column
Shows the money effect of each row in your base currency, with a sign. On a Sell, the FIFO result appears underneath, using the same method as Reports → Realized.
Import
Via ⋯ on the page, the import button (⌘⇧I) or Import. Fetch depot only applies to a securities account matched through the bank connection. Cash transactions never land here.
Watched Bitcoin wallet
Here, Activity is made up of incoming and outgoing transactions on the blockchain, one row per Bitcoin transaction.
The FIFO result is not tax advice.
In the app
- Activity
You’ll find these areas in Westara after signing in.