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rschultz
Feature Request: Permit editing of purchase date for portfolio holdings

I would like to make my Portfolio match my actual trading account (including previously purchased stocks). This is important for tax purposes (holding periods for long term gains, wash rules, etc.)
View the feature request here .

May 18, 2011 11:19:09 AM       
jcheek
Re: Feature Request: Permit editing of purchase date for portfolio holdings

Totally agree with this feature suggestion. I'm trading in my IB account, and when I tried to enter the trades in P123 several days later using the rebalance feature it automatically forced me to set the trade date to today's date. So now my dates are wrong in my P123 portfolio and there seems to be no way to fix it.

Sep 14, 2011 11:50:41 PM