Hi QnP, In each Stock in Newport you should have a "Notepad" that keeps track of each of your transactions. You can also add to that notepad. For instance, I usually put in starting date and data when I start a new investment. Then I can always quickly reference where I began.
I also, when those few occasions come along, record changes to SAFE if I've decided some fundamental change needs to take place.
When you use the TRADE window, make sure you use the Buy and Sell options for AIM trades. The other options are for making Non AIM adjustments to the account.
Just ask questions as they occur. There's enough users out here that you should be able to get answers quickly.
Best regards, Tom