How do I add a position or an opening balance?

In short

On Holdings, tap Log trade (this opens Activity), or import a file.

Opening balance

If you don't have the full trade history, book an Opening balance with quantity and cost per unit. It replaces the open book for this account and security; it isn't added on top of older buys.

Bitcoin

A watched Bitcoin wallet doesn't need an opening balance: connect the zpub and sync. You only set an opening balance on a manual Bitcoin wallet or a Bitcoin exchange.

In the app

Holdings

You’ll find these areas in Westara after signing in.

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Where do I see buys, sells and transfers? In Activity. It's the basis for how many shares or coins you hold. You book buys, sells, transfers and opening balances by hand or by import.

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