How do I edit purchase records?

To edit a previously added asset from your Alt portfolio, follow these instructions:

  • Click into the individual asset

  • Click the pencil icon located under 'Your transaction history.'

  • An overlay window will appear with relevant fields collecting information about your purchase.

  • Click 'Save' to finalize the changes.

Purchase date - When did you purchase this asset?

Price - What's the cost basis of your asset?

Source - Where was this purchase made?

Notes - Do you have any personal notes or identifiers?

For further assistance, please contact us through the supported messenger located in the bottom left corner of your browser or reach out to

Have more questions? Submit a request