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transfer in/out
Hello Vidas,
I would like your advice before proceeding.
I have a handful of equities that I have transferred from one account to another.
For example, I owned 40.57 shares of XME. When I moved them it was 40 total shares with the .57 being returned as cash.
I am not worried about the cash but need to know how to transfer the 40 shares to an existing account and account/remove the .57 shares in portfolio slicer so its accurate.
Thanks in advance,
I would like your advice before proceeding.
I have a handful of equities that I have transferred from one account to another.
For example, I owned 40.57 shares of XME. When I moved them it was 40 total shares with the .57 being returned as cash.
I am not worried about the cash but need to know how to transfer the 40 shares to an existing account and account/remove the .57 shares in portfolio slicer so its accurate.
Thanks in advance,
Comments
Then I would SymbolTransferOut 40 shares with the price of the end of day of transfers,
Then I would SymbolTransferIn 40 shares with the same price.
If (!) you want to keep original Cost basis, for SymbolTransferIn I would specify CostBasisOverride as original value accounting for 0.57 shares sold.