In the new Holdings Tab, there appears to be no way to enter multiple lots of the same equity that were purchased at different times for different prices. That function was previously available. Please restore.

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anonymous
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SA Kateryna Kovrizhenko
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Hi, you can go to the "Holdings" tab and click the value in the "Shares" column (or Add Lot) and there you will be able to edit/remove or add a new slot for a particular company (it will be displayed below the first slot).

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SA Kateryna Kovrizhenko
  • Answer

Hi, you can go to the "Holdings" tab and click the value in the "Shares" column (or Add Lot) and there you will be able to edit/remove or add a new slot for a particular company (it will be displayed below the first slot).