Logging a sell trade in most portfolio trackers means opening a form, typing in shares sold, sale price, and date, and hoping you don't make a typo that silently corrupts your P&L. PortfolioTrackr's Smart & Easy Sell removes all of that. Say the trade out loud, type it as a sentence, or drop the broker confirmation, the AI reads it and fills every field.
What is Smart & Easy Sell?
Smart & Easy Sell is PortfolioTrackr's AI-powered trade logging method for sell transactions. When you click "Sell Log" on the dashboard, a method picker appears with two options: Manual Sell and Smart & Easy Sell. Manual Sell shows you the trade form directly. Smart & Easy Sell shows you an AI input panel where you describe your trade in whatever way is most natural, and the form fills itself.
The feature is built around one insight: investors already have the trade data. It's in the broker confirmation email, the in-app notification, or in their head immediately after they execute. The friction is in transcribing that data into a form. Smart & Easy Sell eliminates that step entirely.
A 2023 study by Baymard Institute found that form abandonment rates increase by 22% for every additional field a user must manually complete. By replacing four typed fields (shares, price, date, note) with a single AI input, Smart & Easy Sell reduces friction to near zero for sell logging.
Manual Sell vs Smart & Easy Sell: which should you use?
Both methods produce identical trade log entries with full realised P&L tracking. The difference is how you enter the data.
| Feature | Manual Sell | Smart & Easy Sell |
|---|---|---|
| Input method | Type fields directly | Voice, text, or screenshot |
| Time to log one trade | ~30–60 seconds | ~5–10 seconds |
| Best for | Simple partial sells, precise control | Full broker confirmations, speed |
| Works with broker screenshots | No | Yes |
| Voice input | No | Yes |
| Error risk | Higher (manual typing) | Lower (AI reads source) |
| Realised P&L tracking | Yes | Yes |
Use Manual Sell when you want to quickly log a simple partial sell and you know the exact numbers. Use Smart & Easy Sell when you have a broker confirmation, when you want to speak the trade, or when you just executed and want to log it as fast as possible.
The three input methods inside Smart & Easy Sell
Voice: speak your sell trade
Tap the microphone inside the Smart & Easy Sell panel. Speak your trade naturally and clearly. The browser transcribes your speech in real time using the Web Speech API, then passes the text to the AI for extraction.
Example phrases that work:
- "Sold 500 ADNOCGAS at 3.80"
- "Exited half my EMAAR position at 4.90, that's 250 shares"
- "Closed 100 Apple shares at 195 dollars"
- "Sold all my Bitcoin, 0.3 BTC at 72,000"
After the AI fills the form, the microphone turns off automatically. You review the extracted values and hit confirm. The whole process takes under 10 seconds.
Text: type or paste your confirmation
Type a natural sentence directly into the text field, or paste text from a broker email or statement. The AI understands informal language, financial shorthand, and structured data formats.
For example:
- "sold 200 emaar at 4.80, took profit at T1", AI fills shares, ticker, price and adds your note
- "NVDA 50 shares @ $920, stop loss hit", AI fills all fields
- Pasted text from a broker email confirmation, AI extracts all trade details
Screenshot: drop your broker confirmation
Drag and drop, or paste (Ctrl+V / Cmd+V), any broker trade confirmation screenshot into the upload area inside the Smart & Easy Sell panel. The AI performs vision-based extraction on the image and fills in the ticker, shares, execution price, and trade date.
This works with any broker's format, email confirmation screenshots, in-app confirmation screens, PDF page screenshots, and web platform screenshots. There is no configuration required: the AI reads whatever format your broker uses.
How to log a sell trade using Smart & Easy Sell: step by step
- Click "Sell Log" on the dashboard header. A method picker opens.
- Select "Smart & Easy Sell" (the purple ✦ card).
- Select your position from the list of current holdings.
- Choose your input method: tap the mic for voice, type in the text box, or drag a screenshot.
- The AI fills the form. Review the extracted shares, price, and date. Edit if needed.
- Click "Log Trade". The sell is recorded and your realised P&L updates instantly.
You can also trigger the sell picker directly from a position card on the dashboard by swiping left on the card and tapping the Sell button.
Realised P&L: what happens after you log a sell
Every sell logged through Smart & Easy Sell, or Manual Sell, generates a full realised P&L entry in your Trade History. PortfolioTrackr calculates:
- Profit or loss in currency, absolute gain or loss on the sold shares
- Percentage return, based on entry price vs sale price
- Remaining position, if you sold partially, the remaining shares continue tracking unrealised P&L at live prices
Realised P&L is visible in the Trade History tab, exportable to CSV and PDF, and factored into your portfolio-level performance stats.
Which plan includes Smart & Easy Sell?
Smart & Easy Sell is included in your free trial as well as Pro ($19/month) and Lifetime ($299 one-time) plans. Voice, text, and screenshot input are all available with no usage limits. Start your free trial at portfoliotrackr.com, no credit card required.
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Frequently asked questions
What is Smart & Easy Sell in PortfolioTrackr?
Smart & Easy Sell is an AI-powered sell logging method in PortfolioTrackr. Instead of manually entering shares, price, and date, you speak the trade, type a sentence, or drop a broker screenshot, the AI reads it and fills every field automatically. You review the values and confirm.
What is the difference between Manual Sell and Smart & Easy Sell?
Manual Sell shows you the trade details form directly, you type the number of shares sold, the sale price, and an optional note yourself. Smart & Easy Sell shows an AI input panel first, you speak, type, or upload a screenshot and the AI fills the form for you. Both methods result in the same trade log entry with realised P&L tracking.
Can I log a sell trade by voice in PortfolioTrackr?
Yes. In the Smart & Easy Sell panel, tap the microphone button and say your trade naturally, for example 'sold 500 ADNOCGAS at 3.80'. The app transcribes your speech and the AI extracts the ticker, share count, and price automatically.
Does the AI import work for partial sells?
Yes. You can say or type 'sold 200 of my 500 EMAAR shares at 4.80' and the AI correctly extracts 200 as the sold quantity, not the full position. The remaining shares in your portfolio are automatically updated after you confirm.
Can I drop a broker screenshot to log a sell?
Yes. In Smart & Easy Sell, drag and drop or paste (Ctrl+V) any broker trade confirmation screenshot. The AI reads the image and extracts the ticker, shares sold, execution price, and date. Works with any broker format.
Which plan includes Smart & Easy Sell?
Smart & Easy Sell is included in the free trial as well as Pro ($19/month) and Lifetime ($299 one-time) plans. Start a 3-day free trial at portfoliotrackr.com, no credit card required.