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Editing and Removing Holdings

Keep your portfolio accurate by editing or removing holdings as your investments change.

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Editing a Holding

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Change Share Count

If you bought or sold shares:
  1. Go to Portfolio
  2. Find the holding you want to edit
  3. Click the ”…” menu or edit icon
  4. Select “Edit”
  5. Update the number of shares
  6. Save changes

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Update Cost Basis

To correct your average cost:
  1. Go to Portfolio
  2. Find the holding
  3. Click “Edit”
  4. Update the “Average Cost” or “Cost Basis”
  5. Save changes

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Add Transaction Details

For better tracking:
  1. Edit the holding
  2. Click “Add Lot” or “Add Transaction”
  3. Enter:
    • Purchase date
    • Number of shares
    • Price per share
  4. Save

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Removing a Holding

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Sold Everything

When you’ve sold all shares of a stock:
  1. Go to Portfolio
  2. Find the holding
  3. Click the ”…” menu
  4. Select “Remove” or “Delete”
  5. Confirm removal

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Remove from View (Keep History)

To hide without deleting:
  1. Go to Portfolio → Settings
  2. Look for “Show sold positions” or similar
  3. Toggle to hide zero-share positions

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Connected Account vs. Manual Entry

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Connected Brokerage Holdings

If your brokerage is connected:
  • Automatic updates - Changes sync from your brokerage
  • Can’t manually edit - Data comes from the source
  • To correct: Check if your brokerage has the right info
If sync is wrong, you may need to:
  1. Wait for next sync
  2. Reconnect the account
  3. Contact support if data remains incorrect

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Manual Holdings

For manually entered holdings:
  • Full control - Edit anytime
  • Your responsibility - Keep updated after trades
  • No automatic sync - Changes don’t reflect real brokerage

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Bulk Operations

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Update Multiple Holdings

Currently, holdings must be edited one at a time. For major updates:
  1. Consider disconnecting and reconnecting your brokerage
  2. Or delete and re-add manual holdings
  3. Contact support for assistance with large corrections

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Import/Export

To manage holdings in bulk:
  1. Go to Portfolio → Settings
  2. Look for “Export” to download current holdings
  3. Edit in spreadsheet
  4. “Import” to update (if available)

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After Editing

Once you edit holdings:
  • Performance recalculates - Your gains/losses update
  • AI insights refresh - Analysis reflects changes
  • History preserved - We track changes over time

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Undo Changes

Made a mistake?
  • Recent changes - Use browser back button immediately
  • Older changes - Re-edit with correct information
  • Connected accounts - Will resync to correct data

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Common Scenarios

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Stock Split

If a stock split:
  • Connected accounts: Auto-updates
  • Manual: Edit share count (e.g., double for 2:1 split)

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Merger/Acquisition

When companies merge:
  • Connected accounts: Usually updates automatically
  • Manual: Remove old ticker, add new one

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Dividend Reinvestment

For DRIP shares:
  • Connected accounts: New shares appear on sync
  • Manual: Edit share count and cost basis

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Partial Sale

Sold some but not all shares:
  • Connected accounts: Updates automatically
  • Manual: Reduce share count, optionally adjust cost basis