TABLE OF CONTENTS
- How can I update information for an order that was partially executed/failed?
- How can I manually edit data when no order exists?
How can I update information for an order that was partially executed/failed?
If your order was only partially filled on Starfolio and you executed the failed trades directly through your broker platform, you can use the ‘Repair’ feature on Starfolio. First, navigate to the ‘My Orders’ page and locate the order with the status 'PartialFill'.
Now, click on 'View Details' and then the 'Repair' option.
You will then need to enter the average trade price for the stock. This is the price at which you bought or sold the stock via the broker platform.
'Submit' this information to update your invested basket with the correct buy or sell price for the stock.
How can I manually edit data when no order exists?
If you've executed buy or sell transactions directly through your broker platform and need to update these in your Starfolio basket, you can utilize the 'Manual Edit' feature.
Here's how:
Go to the 'My Baskets' page.
In the 'My Investments' section, choose the basket you want to update.
Click on 'Manual Edit'.
Select 'Add Buy/Sell Transaction', as shown below.
For buy transactions:
Enter the name of the stock you purchased from the broker.
Specify the quantity and average buy price.
Click 'Submit'. Your holdings will be updated within a minute.
Check the 'Trading History' tab in the basket overview for trade-related information. Also, the details of your order can be found on the ‘My Orders’ page.
For sell transactions:
Enter the quantity of the stock you sold.
Input the average selling price.
Remember that the quantity sold cannot exceed your current holdings.
Click 'Submit'. Your holdings will be updated within a minute.
Check the 'Trading History' tab in the basket overview for trade-related information.
Similarly, you can find order details on the ‘My Orders’ page.