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

Note: These steps are for adding a new holding that isn't in your portfolio yet. To add a trade to an existing holding already in your portfolio, see Add buy & sell trades or adjustments manually.

1 - Click on +Add investments from your portfolio.

2 - Select Add trade individually.

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

4 - Enter the following details

a. Trade date.
b. Transaction type — this screen only shows **Buy** and **Opening Balance**. To add a sell trade to an existing holding, go to the [Individual Holding Page](/show_holding/) > Trades & Income > Add trade or adjustment.
c. Quantity
d. Unit/share price
e. Exchange rate (If you are adding a foreign stock on your portfolio)
f. Brokerage

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

6 - Click on Save Trade button.

Add buy & sell trades or adjustments manually