Stocks & Mutual Funds
Add, track and sell market holdings with correct tax.
- 1How do I add my first stock or mutual fund?Record a stock or fund you already own so it shows up in Holdings with live prices.Updated 22 Jul 2026
- 2How do I buy more of a holding I already own?Add another purchase to an existing holding and update its average cost.Updated 22 Jul 2026
- 3How do I sell a holding and see the tax?Sell units, watch the FIFO lot preview, and see estimated tax before you confirm.Updated 22 Jul 2026
- 4How do I record a dividend, split or bonus?Log a corporate action so quantity, cost and returns all stay correct.Updated 22 Jul 2026
- 5How do I move a holding to another portfolio?Reassign a holding to another family member's portfolio, with no tax event.Updated 22 Jul 2026
- 6How do I edit or delete a transaction?Fix or remove a buy, sell or dividend and let the numbers recalculate.Updated 22 Jul 2026
- 7How do I read a holding's detail page?Understand the metrics strip, the header actions, and each section on a holding's page.Updated 22 Jul 2026
- 8How do I preview my tax before I sell?Use the Tax outlook slider to see net proceeds, gain and tax for a partial sale.Updated 22 Jul 2026
- 9How do I review what I've sold?See realized P&L and tax on closed positions, filtered by type and date.Updated 22 Jul 2026