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    Stocks & Mutual Funds

    How 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

    Bought more of something you already hold? Add the purchase to the existing holding rather than creating a new one, so your average cost and returns stay right.

    Record a buy

    Step 1: Open the holding

    From Holdings, click the holding you added to. On its page, click Buy in the top-right.

    Step 2: Enter the purchase

    The Buy form opens with the holding's name. Fill in the Date, Quantity, and Price (or NAV for a fund). Charges (auto) fills itself, and a Total value row adds it up.

    The Buy form. The Total value row sums price, quantity and charges.

    Step 3: Add the buy

    Click Add Buy. The new purchase joins the holding's transactions, and its Avg Cost updates to blend the old and new prices.

    Note: Adding at a higher price lifts your average cost; adding at a lower one pulls it down. The holding's Qty and Invested both grow by what you just added.

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