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How to increase the investment amount in Libertex Portfolio?

If you want to invest more in a stock you already own, you can easily increase your active investment volume. Here’s how to do it step-by-step.


Step 1: Choose your active investment and buy more

To buy more shares, simply:

  1. Select the active investment you want to increase.

  2. Click "Buy More".

  3. Choose the additional number of shares you want to purchase.

4. Finally, click "Confirm Operation" to complete the purchase.


Step 2: The new opening price

When you increase your investment, the opening price changes and is calculated as a weighted average price between:

  • The original opening price

  • The current price of the instrument at the time of purchase


Formula for the new opening price

The new opening price, called NewPrice, is calculated as follows:

NewPrice = (Inv(0) × Price(0) + Inv × Price) ÷ (Inv(0) + Inv)

Where:

  • Inv(0) is the initial investment amount

  • Price(0) is the original opening price

  • Inv is the additional amount you buy

  • Price is the price of the instrument at the moment you increase your investment

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What does this mean for you?

🔹 The opening price will reflect the weighted average of your investments.
🔹 This helps you better understand the real value of your total position.
🔹 You can manage your entry and exit strategies more effectively.

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