How to add a holding at a price other than market value
- Add the stock to your Portfolio and tap +Holding
- Tap Number of Shares to add the number of shares purchased.
- Tap Date of Transaction to adjust when the stock was purchased.
- Tap the Price Per Share field and adjust the value to the purchase price.
- Tap Commission to add the brokerage fee paid for the transaction.
- Tap the Note area to add a short note to the transaction if desired.
- Tap Save.
Visual Guide
How to add a holding at a price other than market value
1. Add the stock to your Portfolio and tap +Holding.
2. Tap Number of Shares to add the number of shares purchased.
3. Tap Date of Transaction to adjust when the stock was purchased.
4. Tap the Price Per Share field and adjust the value to the purchase price.
5. Tap Commission to add the brokerage fee paid for the transaction.
6. Tap the Note area to add a short note to the transaction if desired.
7. Tap Save.