Best approach to entering portfolio holdings
Hi! I'm a relatively novice investor exploring Seeking Alpha.
While I realize the platform is intended much more as a research than portfolio tracking tool, I'd still like to optimize how I capture holdings in a portfolio.
1. Do most people add a new lot for every single purchase and dividend reinvestment, or do they -- on some regular cadence -- simply edit a single lot by summing their cost basis and dividing by current shares held?
2. If I use the "single lot" approach in #1, should I enter the earliest purchase date for that position, the last purchase date, or the date of when I'm making the change?
Thanks much for any guidance.