The Investments section is built for logging individual trades, not just a single balance - so your cost basis and gains stay accurate.
Adding a holding
- Go to Portfolio and select Add investment.
- Enter the ticker or fund name, the number of units, and the price you paid.
- Save. CeeWealth calculates your cost basis automatically.
Logging a sale
When you sell, log the sale against the same holding rather than deleting it - this keeps your realised gains and CGT calculations accurate for the tax year report.
Dividends
Log dividends against the relevant holding as they're paid. These roll up into your dividend allowance tracking in the tax report automatically.
ISA vs GIA
Tag each holding by account type. Gains inside an ISA are tax-free and excluded from CGT calculations; gains in a General Investment Account count toward your allowance.
For how this feeds into your tax return, see Using the UK tax year report.