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Display Average Purchase Price
COMPLETED

Display average purchased price per unit of each stock in Dashboard. The price should include trading fees. Even better if the we can edit the price.

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356 upvotes

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Eric Yuchi

Requested on 2 September 2021

Comments (29)

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Hayden

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Pearler

marked this request as

COMPLETE

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Tue, 11th February 2025

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Krisela

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Investor

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Mon, 6th January 2025

When will we see this?

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Justin

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Thu, 29th August 2024

Two easy

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Steven

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Investor

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Fri, 12th January 2024

YES!

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CHAO-FONG

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Investor

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Wed, 10th January 2024

When this will be done? I just transferred from another broker and I am unable to measure my performance. This is unacceptable selfwealth makes you manually adjust the price with ease

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Joanne

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Investor

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Thu, 7th September 2023

Great feature just spent hours this morning working out the average price, best to take a screenshot of brokerage before the transfer actions.

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Xi

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Investor

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Fri, 17th February 2023

If you transfer shares from other brokers. You can go to transactions page and click on the relevant share transfers, you are able to edit the price of each transfer.

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Hendrik

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Investor

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Fri, 10th February 2023

Yes please, so we can see the gain/loss more holistic if we can edit the average price, especially when you move from another brokerage.

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Zhi Bin

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Investor

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Wed, 1st February 2023

This will be a great feature and should be implemented as soon as possible. Looks like this feature was requested a while back.

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Scott

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Investor

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Sat, 10th September 2022

i have tried to edit the price of shares brought over from another broker and whilst theoretically it can be done it doesn't seem to hold onto the new price. Would be great as at the moment it only shows the price on the day of the transfer.

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James

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Investor

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Fri, 1st July 2022

Agreed would be great to be able to edit the average. Especially when bringing shares over to pearler on an existing HIN.

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Pearler

marked this request as

IN PROGRESS

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Mon, 2nd May 2022

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Gene

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Investor

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Sat, 30th April 2022

This would be awesome. Check mark option to include or not include broker fees and currency transfer fees?

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Hayden

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Pearler

marked this request as

PLANNED

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Wed, 27th April 2022

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Hayden

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Pearler

marked this request as

UNDER REVIEW

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Wed, 27th April 2022

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Iain

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Investor

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Mon, 11th April 2022

Yes this would be useful to have

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Ryan

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Investor

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Thu, 24th March 2022

100% agree. Cost averaging and have to manually create a separate excel to track and spending hours to calculate the average price at the moment.

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Stephanie

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Investor

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Mon, 21st March 2022

Yes, it should show "AVG" Purchase Price and Current Price

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Louise Kelly

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Fri, 11th March 2022

Yes a simple addition to be able to see purchase prices and dates

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Louise Kelly

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Fri, 11th March 2022

Agree. It is clunky to have to go to transactions to see what you paid for shares - especially if you have a number of purchase transactions for one share.

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Kuan-Ying

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Investor

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Sat, 5th March 2022

I find this quite helpful in SW's app and would love to see this feature soon in Pearler

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Abhinav

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Investor

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Mon, 7th February 2022

Same , I have to go back to the transaction screen Everytime I want to check the buying price

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Kalyan

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Investor

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Tue, 1st February 2022

I would really like this added to the dashboard, where you can see the price and date you purchased for. You have all this information now but in different places and it’s too much exploration work and clicks for an end user. Maybe just couple more columns to the dashboard?

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Kelly

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Investor

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Wed, 19th January 2022

yes! great idea

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