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Shares in and shares out

Shares in opens a lot, for a gift or a transfer from another file. Enter the shares and the cost basis. Shares out closes shares the same way a sell does, including lot allocation when the method is specific lot.

Steps

  1. Open Portfolio and choose the account.
  2. Set Action to Shares in or Shares out.
  3. Enter shares and, for shares in, the cost.
  4. Choose Record action.

If this goes wrong

If the lot cost is wrong, undo and record the shares in again with the basis you still have.

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