Bought more of something you already hold? Add the purchase to the existing holding rather than creating a new one — that way your average cost and returns stay right.
Record a buy
Step 1: Open the holding
From Holdings, click the holding you added to. On its page, click Buy in the top-right.
Step 2: Enter the purchase
The Buy form opens with the holding's name. Fill in the Date, Quantity, and Price (or NAV for a fund). Charges (auto) fills itself, and a Total value row adds it up.
The Buy form — the Total value row sums price, quantity and charges.
Step 3: Add the buy
Click Add Buy. The new purchase joins the holding's transactions, and its Avg Cost updates to blend the old and new prices.
Note: Adding at a higher price lifts your average cost; adding at a lower one pulls it down. The holding's Qty and Invested both grow by what you just added.