How to partially sell or reduce a holding / position
To reduce your position (holding) or sell part of it:
- In the list of stocks/positions, go to the "Gains & Losses" tab,
- Find the stock that you want to partially sell a holding of, tap the ( i ) icon next to its symbol,
- Above the list of appeared holdings, tap on "Edit",
- Then tap the holding you wish to reduce (partially sell) while in edit mode.
- Change any parameter of the holding. For example, the number of shares. You may also correct the price per share, change the date of transaction, add note or specify a commission if any.
- Tap Save.
FAQ: Can I use this method to manually add a stock split?
Yes, you can manually enter a stock split by following these steps:
- In the list of stocks/positions, go to the "Gains & Losses" tab.
- Find the stock for which you want to enter a stock split, and tap the ( i ) icon next to its symbol.
- Tap on "Edit" above the list of appeared holdings.
- Select the holding you wish to adjust to reflect the stock split while in edit mode.
- Change the number of shares to match the new quantity after the split. For example, if you had 100 shares and there was a 2-for-1 split, you would change the number of shares to 200.
- Adjust the price per share accordingly to reflect the post-split value. This should be the original cost basis divided by the split ratio.
- Add a note to indicate that this change reflects a stock split, specifying the split ratio and date for future reference.
- Tap Save to update your holding.
This method will ensure that your holdings correctly reflect the stock split, keeping your portfolio information accurate.
Visual Guide
How to partially sell or reduce a holding / position
To reduce your position (holding) or sell part of it:
- In the list of stocks/positions, go to the "Gains & Losses" tab,
- Find the stock that you want to partially sell a holding of and tap the ( i ) icon next to its symbol
- Above the list of appeared holdings, tap on "Edit"
- Then tap the holding you wish to reduce (partially sell) while in edit mode.
- Change any parameter of the holding. For example, the number of shares. You may also correct the price per share, change the date of transaction, add note or specify a commission if any.