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Please follow the steps below to add a new holdings on your portfolio.

1 - If you have not added any holdings on your portfolio yet, click on the Add trades individually tile.

If you wish to add a new holding on your existing portfolio, click on Add holding button from the investments page.

2 - Search the holding you wish to add by company name or ticker code.

3 - Enter the following details

a. Trade date.
b. Transaction type
c. Quantity
d. Unit/share price
e. Exchange rate (If you are adding a foreign stock on your portfolio)
f. Brokerage

4 - Click on Open comments and attachments and add the details of your tardes and any relevant documents for future reference (available on paild plans only).

5 - Click on Save Trade button.

Add buy & sell trades or adjustments manually