Investment Studio > Views > Transactions > Grid fields

For generic help on Grid record definitions, see

	Record definition editor
	Grid data types
	Expressions
	Alphabetic function reference

The following notes are specific to the Transactions view's Grid object. Click in its toolbar or use Customize > Setup in its pop-up menu to open the record definition editor.

	This Grid's primary purpose is to provide direct access to the selected portfolio's transaction table. Its record definition should therefore contain at least one Transaction type field (Why? See the discussion of lookup record fields!).
	In most cases, transaction date, number of units, principal value and fees should all be exposed and editable. Leaving out the fees can make sense in watchlist "portfolios" used to track and compare a set of assets without actually trading them.
	Transaction numbers are intrinsically read-only, so read-only cells should be used to display them.
	The transaction time is of limited interest when dealing with end-of-day data, but if exposed, it should be editable.
	The "soft transaction" flag only serves a purpose if the portfolio uses a system to generate transactions, in which case this field should be exposed and editable. Soft transactions in the system's date range are deleted upon system execution, and any new transactions generated by the system are marked as soft.
	Each transaction's asset should be identified by name and/or symbol. Feed the transaction number to the function transaction_asset for an asset index, then use asset_name or asset_symbol to get a string identifier. Display the string in a read-only cell.
	In multi-currency portfolios, the transaction currency = asset currency should always be displayed. Feed the transaction number to the function transaction_asset for an asset index, then use asset_currency to get a currency code. Display the currency code in a read-only cell.
	Include a String-type custom property called "_COMMENT" in the Grid's record definition to display machine-generated comments in transaction records created with the Merge transactions dialog or by the portfolio's system.