How can I update shares in my holdings tab?


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

Image 22569

Then simply select the action you would like to take.

Image 22565

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

Image 22566

Click save lot and you're done.

Image 22568

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


This article was helpful for 20 people. Is this article helpful for you?