Modify purchase price of transferred shares with greater accuracy
planned
Nancy Szmandiuk
It would be great to be able to enter the average purchase price on transferred shares more accurately. The current interface is limited to two decimal places. When you have many units, the total value can be quite off due to rounding errors.. It would be great to be able to enter average purchase prices to say 5 or 6 (or more) decimal places.
Hayden Smith
planned
Hayden Smith
Merged in a post:
Adjust transfer price accuracy to .000
Daniel Stuchbury
Hi, It's great that you can adjust the transfer price when importing previously owned shares into Pearler. Can I suggest changing the accuracy to account for extra decimal places? Currently, if you enter more than 2 decimal places it rounds it up or down accordingly. If you have a large holding it can throw the numbers significantly.
Keep up the great work.
Hayden Smith
under review
Hayden Smith
Merged in a post:
Manually update "Average Purchase Price" for transferred holdings
Ken Farms
It would be useful to be able to amend the cost base for a holding which has been transferred from another broker within Pearler.
As far as I can tell, Pearler uses the unit price at the date of transfer as its "Average Purchase Price" this means that the basis of a profit/loss is incorrect, if you could manually edit the cost base for transferred in units it would provide a much more accurate representation.
Hayden Smith
You can adjust this by clicking on the transfer line item on the Transactions page