How to add a new holding

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 overview page.

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

3 - Enter the following details

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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 ![Add_Holding 4](//images.ctfassets.net/kw7pc879iryd/hP5HY0L5L0usvatJM2lcj/025d3b23d220487af0cec101e6ef48f5/Frame_4.png?w=917)

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

Last modified on August 1, 2024 UTC