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 ‘Manually add trades’ 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 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

Last modified on July 16, 2024 UTC