How can I update shares in my holdings tab?

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Clicking on the number of shares in your holdings will enable you to edit that lot's information.

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Then simply select the action you would like to take.

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In this case I am editing my number of shares to account for the ones I sold.

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Click save lot and you're done.

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PRO TIP - keep track of the performance of shares you sold by creating a separate lot and selecting Sell Short instead of Buy.


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