How do I amend the cost base?

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.
  1. 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.

  2. Enter your PIN and your portfolio will drop down.  
  3. 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.


  4. Alternatively, within your portfolio, click the  icon. Here you will find your Trading History 
  5. Filter for the stock by code or click  Set cost base.  



    • Related Articles

    • How long does it take to transfer money into my Macquarie CMA

      Cleared funds must be available in your Macquarie account the day before you expect to use the funds. The receipt of funds into your Macquarie CMA is dependent upon your payment method. EFT (electronic funds transfer) - transfers from a Macquarie ...
    • How do I place a trade?

      Placing trades with Marketech is easy! Watch a quick walk-through with sound here on how to place trades. How to make a trade 1. Select the correct account Click on the icon in the top left-hand side of the screen to bring up the portfolio summary ...
    • How do I add a stock to my watchlist?

      There are a number of ways to add a stock to your watchlist. Firstly, you can add a stock to your watch list by searching for the stock you wish to view and then clicking on the 3 dots next to the stock code in the search bar. From here you can ...
    • Stock Statuses

      Price auction is currently underway News for this company has been released today Price-sensitive news for this company has been released today The company is present in a watchlist A price-sensitive announcement will be, or has been, released to the ...
    • How do I transfer funds into my Macquarie CMA?

      An email from Macquarie will contain your new BSB and Account Number.  With these details you will be able to transfer funds into your Macquarie CMA using internet, mobile or telephone banking.  Once your account has been finalised, Macquarie will ...