Manually add purchase price for transferred shares | Voters

Manually add purchase price for transferred shares

complete

Jack Moore

So we can establish profit and loss from our originally purchased shares from another broker.

March 23, 2022

Hayden Smith

Merged in a post:

Adjust share purchase price

Catherine McDermott

Is there a function to Manually change the average purchase price of a share, especially if transferred from another broker?

July 9, 2023

Hayden Smith

Merged in a post:

Manually Edit Purchase Price

Josh Grainger

For those of us who brought shares over to Pearler from other brokerages, it would be great to be able to manually edit the purchase price of any share to accurately capture our gains/losses. At the moment these shares are fixed at whatever their value was when transferred across. Thanks!

July 9, 2023

Hayden Smith

marked this post as

complete

Ian has described how this is possible.

Ian Moes

You can do this already - just open the transaction details and you can set the average cost price