Average Purchase Price 

From now on, you will no longer need to enter the purchase price at which you bought the stock in your portfolio in order to view the relative performance of the holding.

Detail

  • 1. The Purchase Price under the Holdings section will update automatically to the average purchase price at which the stock was bought whenever you acquire a new holding or add to an existing holding.
    Note: The Purchase Price will not automatically update in the following events:
  • Sell Contract Notes
  • Transfers in/out
  • CHESS movements related to corporate actions
  • Issuer sponsored stocks
  • Contract note reversals
  • 2. You will still be able to manually edit the purchase price.
  • 3. The stock performance will be calculated on the average purchase price.
This information has been prepared without taking account of the objectives, needs, financial and taxation situation of any particular individual. For this reason any individual should, before acting on the information, consider the appropriateness of it having regard to their own objectives, needs, financial and taxation situation and, if necessary, seek appropriate independent financial and taxation advice. Any examples used do not represent recommendations to buy, sell or hold.

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