Is there a way to add purchase price and unrealized gain?

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SA Admin Kushal Mehrotra
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Hi,

you can go to the holdings tab and click on +Add Lots:

From there you can enter no. of shares, price, date and commission, and you can edit these later if you need to

Your unrealized gain till date will be automatically calculated until you close the lot. 

I hope this helped, feel free to reach out in case further assistance is required.



Regards,
Kushal Mehrotra

Data QA Analyst, Seeking Alpha

Avatar
SA Admin Kushal Mehrotra
  • Answer
  • Under review

Hi,

you can go to the holdings tab and click on +Add Lots:

From there you can enter no. of shares, price, date and commission, and you can edit these later if you need to

Your unrealized gain till date will be automatically calculated until you close the lot. 

I hope this helped, feel free to reach out in case further assistance is required.



Regards,
Kushal Mehrotra

Data QA Analyst, Seeking Alpha