How do I amend the cost base?
For stock that has been transferred in from another broker, or from SRN, it is possible to amend the cost base manually.
- Click the
icon at the top left of the screen.
This is divided into 3 section. Your portfolio Summary at the top, which includes your cash balance and portfolio value; the Portfolio section shows all of your individual holdings; the Orders section shows your orders that are pending.
- Enter your PIN and your portfolio will drop down.
- Navigate to the stock that you want to edit the cost base for and click the
and select Set cost base. You can set the cost base as at a particular date or, if you have transferred stock into your account from another broker, it may be easier to update the cost price and brokerage of the corresponding transaction in the Existing transfers section at the bottom of the screen.
- Alternatively, within your portfolio, click the
icon. Here you will find your Trading History .
- Filter for the stock by code or click
Set cost base.
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