Review your activity log
The activity log is a running record of what’s happened in your account — portfolios, trades, imports, and dividends. It’s the quickest way to confirm something went through or to track down a failed import. By the end of this, you’ll know how to read it and filter it.
Open the activity log
Section titled “Open the activity log”Go to the account menu → Activity. The page lists your account events, 50 per page, with filters.
What gets logged
Section titled “What gets logged”You’ll see portfolio created / updated / deleted, transaction created / updated / deleted, CSV import completed, email import completed or failed, dividend confirmed / unconfirmed, and preference updated.
| Column | What it shows |
|---|---|
| Time | When it happened |
| Action | The event type |
| Detail | Ticker, filename, row counts, and so on |
| Portfolio | The related portfolio, or — |
| Source | Web, Email, CSV import, or System |
| Status | Success or Failure |
Actions taken by an admin show an admin badge on the source.
Filter the log
Section titled “Filter the log”Filter by Action, Portfolio, or Status, and click Reset to clear. To find a failed email import quickly, set Status → Failure.
Troubleshooting
Section titled “Troubleshooting”| Problem | Fix |
|---|---|
| There’s no activity yet | That’s normal for a new account. |
| You can’t find an import | Filter by Status → Failure. |
| “Couldn’t load activity” | Use Retry or refresh; if it persists, contact support. |