Group Manual Stocks
I only use the platform for manual stocks - I can add them all but each individual stock reflects on the Accounts page as a separate account. Is it possible to be able to group these into one account? Else I am going to end up with 50+ accounts for the same broker
Also what do I do when I want to add more money to these stocks? Add a new account?
Hi Sam - sure thing. One of our upcoming updates will include the option to be able to manually add a broker, and then multi-add stocks as child elements of this broker, meaning it will reflect as one account on your table.
As for your second question, this is the reason we used cost basis as a parameter in the manual add account flow. By updating the cost basis and number of units to reflect your new transaction, the average cost per unit, ROI etc will all update accordingly. Hope that helps!