Editing and deleting holdings

Your portfolio changes over time. This guide shows you how to update and remove holdings as needed.

Editing a holding

To edit an existing holding:

1. Find the holding in your portfolio table
2. Click on the holding row to open the details panel
3. Click Edit
4. Update the fields you want to change
5. Click Save

What you can edit

In a cost basis portfolio:

• Quantity — Number of shares you own
• Cost — Your average cost per share

In a transaction-based portfolio:

• Individual transactions (not the holding summary)
• Add new buy/sell transactions

Tip: In transaction-based portfolios, edit the transactions rather than the holding directly. This keeps your history accurate.

Updating after buying more shares

When you buy more shares of a stock you already own:

Cost basis portfolio

1. Edit the holding
2. Add the new shares to your quantity
3. Recalculate your new average cost
4. Save

Calculating new average cost:

New average = (Old shares × Old cost + New shares × New price) ÷ Total shares

Example: You own 50 shares at $100, and buy 25 more at $120

New average = (50 × 100 + 25 × 120) ÷ 75 = $106.67

Transaction-based portfolio

Simply add a new buy transaction. The system automatically recalculates your average cost.

Updating after selling shares

Cost basis portfolio

1. Edit the holding
2. Reduce the quantity by the shares sold
3. Keep the same average cost (your cost basis doesn't change when selling)
4. Save

Transaction-based portfolio

Add a sell transaction. The system:

• Reduces your quantity
• Calculates your capital gain/loss using FIFO
• Updates your cost basis for remaining shares

Deleting a holding

To completely remove a holding:

1. Click on the holding to open details
2. Click Delete (or the trash icon)
3. Confirm the deletion

Warning: Deleting a holding removes it permanently. In transaction-based portfolios, all related transactions are also deleted.

When to delete vs. sell

• Delete when you made a mistake or the holding shouldn't be in this portfolio
• Record a sell (transaction-based only) when you actually sold the shares

Recording sells preserves your history and enables accurate performance tracking.

Bulk operations

Currently, holdings must be edited one at a time. For large updates, consider using CSV import to overwrite your portfolio.

To replace your portfolio with a new CSV:

1. Export your current holdings (if you want a backup)
2. Import the new CSV
3. Choose Replace existing holdings when prompted