How Can I Update Shares in My Holdings Tab?

Click on the three dots next to the desired symbol you'd like to update.

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Then simply select the action you would like to take.

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In this case I am editing my number of shares to account for the ones I sold.

Click save lot and you're done.

PRO TIP - keep track of the performance of shares you sold by creating a separate lot and selecting Sell Short instead of Buy.

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