Difference between Buy/Sell Shares, Add/Remove Shares, and Transfer Shares.

vitreous · September 2023

Does adding shares generate a basis?

splasher · September 2023

It asks for a date for the transaction:

miklk · September 2023

Buy and Sell uses the cash in the account and sets the basis

Add/Remove ignores the cash in the account. To generate a basis, the add transaction has fields for entering the basis

Transfer is to move the shares to a different account and it does preserve the basis

vitreous · September 2023

Does basis field in add transaction allow for time of actual purchase as well as price?

splasher · September 2023

It asks for a date for the transaction:

q_lurker · September 2023

There is a separate field for acquisition date (not time of day).

splasher · September 2023

Arrow pointed at wrong field in image above, image has been corrected.

q_lurker · September 2023

We were responding at the same time. My post was 1 minute after yours. So I was not trying to ‘correct’ your post.

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