On Sunday, May 12, 2024 at 9:13:46 PM UTC+7 [email protected] wrote:

What would be the beancounter's way of handling this? 
I dont know anything better than manually resolving the "No position 
matches" errors one at the time by matching and correcting the cost bases. 
Since my personal investment style does not involve too many individual 
trades this works for me, but i assume this gets out of hand quickly for 
more active folks?
How is everyone else going about this?


You need to enter the initial transaction with the proper price. In your 
example that means 172.86, not 172.74. Isn't that number reported in your 
initial trade confirmation? I don't remember where I get it from. I enter 
that into my ledger manually, since I don't trade and only have one or two 
transactions every few years.

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