To add to existing positions in your portfolio, you can use the "Buy to add" entry. To do this, follow these steps:
-
Go to the "Portfolio" widget.
-
Open the corresponding portfolio from the drop-down list.
-
In the position overview, open the menu via the menu icon in the line with the position to be re-purchased and select the "Buy to add" command in the "Instrument" area.
-
Then enter the transaction data for the buy transaction in the "Buy to add" dialogue window.
The entry fields correspond to those for a buy and are described in Add position to portfolio. -
Complete the sale by clicking the button "Buy to add".
This adjusts the positions accordingly: The quantity is increased and the resulting entry sum or buy price will be calculated.
From the dialogue window for Edit a position, you can go directly to the dialogue window used for buying to add this position. To do this, select the "Buy to add" checkbox.