TABLE OF CONTENTS

How to enter data for a partially executed/failed order?

If your order was 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 ‘My orders’ page and select ‘View Details’ as shown below.


You can identify the basket status marked as 'PartialFill' and select the 'Repair' option.




Upon selecting the 'Repair' option, you will be prompted to input the average trade price for the stock. This is the price at which you bought or sold the stock via the broker platform directly. 


After adding the information, click on the 'Submit' button.This will fix the basket and your invested basket will include this stock with the buy or sell price you entered. 




How to manually edit data when no order exists?


If you've executed buy or sell transactions directly through your broker platform  and you want to update these to your Starfolio basket, you can utilize the 'Manual Edit' feature to include them in your invested basket.


Here's how:


  1. Go to the 'My Baskets' page.

  2. In the 'My Investments' section, choose the specific basket you want to update.

  3. Click on 'Manual Edit'.

Select 'Add Buy/Sell Transaction' from here, 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.