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How do I edit the average buy price for my ASX shares?

Sometimes, the correct average buy price isn't transferred over correctly after a share transfer or corporate action. Stake makes it easy to update your cost basis for ASX holdings directly on the platform.
 

On the app:

1. Open the stock's page by searching for it or tapping it from your Holdings table

2. Scroll to the Equity section

3. Tap Average buy price

4. In the Update average buy price section, enter your new figure and confirm.

On the web:

1. Open the stock's page by searching for it or clicking it from your Holdings table

2. In the top right corner, click the arrow next to Equity

3. This will reveal your average buy price

4. Hover over the average buy price line and click the edit icon

5. Enter your new figure and confirm.

Things to consider

• Updates can take up to 24 hours to process, please do not try and update it again until the initial update is complete

• Updating your cost basis affects unrealised gains only. It doesn't change historical investment events, past performance or your performance chart

• Changes to your average buy price may impact financial year reports for the current reporting year, but won't alter previously generated reports

• Keep all supporting documents like contract notes, dividend statements, and trade confirmations for your own records

• This change may affect your tax reporting and portfolio performance figures

• We recommend seeking independent, professional tax advice based on your individual circumstances

• The data displayed on Stake is not a substitute for official tax documents.

If you’re unsure whether you need to update your average buy price, or something doesn’t look right after 24 hours, reach out to our support team and we’ll help you out.
 

How do I edit the average buy price for my Wall St shares?

At the moment, average buy prices for Wall St holdings (U.S. shares) cannot be edited directly on the platform.

If you need to update your cost basis for a U.S. stock:

1. Scroll to the bottom of this article

2. Select "Still need help?"

3. Send us:

   • The stock ticker (e.g. AAPL)

   • The correct average buy price

We’ll organise the update for you. This process usually takes 3–5 business days.