GLOSSARY

Buy lot

IN PLAIN ENGLISH

One purchase, recorded on its own: the date, the number of shares and the total you paid.

WHERE YOU MEET IT

Each row under Purchased when you add or edit a holding on Portfolio.

WATCH OUT FOR

Adding several purchases together into one row loses their dates, and the dates decide which dividends count.

EXPLAINED IN

Add your first holdings by hand

Educational content only. It is not personal financial advice.