Solo Software House
Easy to use software products for the DIY investor

 
 
Home

 

 
 

My Portfolio Frontier Tutorial

Tutorial steps:
    1. Buy Shares
    2. Dividends
    3. Previous step - Performance Assessment
    4. This step explains selling shares
    5. Next step - Tax Reports

4. Sell Shares

On 1 June 2004 you decide to reduce your exposure to Coles Myer and sell 100 of your shares. You receive a sell confirmation note from your broker informing you that 100 shares were sold for $9.60 each and you were charged $50 for brokerage.

You enter this transaction into My Portfolio Frontier using the Sell form.

My Portfolio Frontier recognises that you are not selling all of your Coles Myer shares and allows you to select parcels to optimise your tax situation. You can choose different parcel selection algorithms and My Portfolio Frontier will automatically select which parcels to sell.

Click here to go to the next tutorial step