IN PLAIN ENGLISH
A transaction form for adding and editing buy and sell lots with auto-filled dividends.
WHY IT HELPS
Keeps cost basis and income history accurate so performance metrics stay trustworthy.
HOW IT'S CALCULATED
Shares on each dividend date are buys to date minus sells to date. Dividend amount is shares times dividend per share (HKD uses raw amount), then converted to the user currency.
Educational content only. It is not personal financial advice.