Portfolio Tracker

Select the Portfolios tab

If you want to create a new account, and then select the link Create Portfolio. This will take you to a new page where we can provide a name for the portfolio. Click on Create my new portfolio and add transactions when you're done.

However, if you want to add entries to an existing account, then first select this account to display the valuation record for it. If you have only one account, the valuation record for it would be displayed by default. If you have more than one account, from the drop-down box, select the account that you want to view. The page will get refreshed with the details of your new selection. There you can see your Non-Fixed Income / Tenure and Fixed Income / Tenure.

1. At Buy enter the type of transaction was bought.
2. At Sell enter the type of transaction was sold.
3. At Date, enter the date the security settled into your account
4. At Name type the name of the security
5. To add Name, type few characters in above text-box and click on 'Go!' button to search and select name.
6. At Stock Exchange select the exchange type whether BSE/NSE
7. At Transacted Quantity, type a new number of shares or units.
8. At Transacted Price, enter the amount that represents the price paid per share or unit.
9. Repeat the above steps for all other stocks.

At any time, you can change the entries for positions in your portfolio. You can also remove entries from your portfolio.

1. Click the Transaction History. The page will refresh, and you can see your transactions and options to Edit/Delete.
2. All your entered transactions for the account are displayed. You can:
   1. Edit the values.
   2. Press Delete on the left to remove a particular entry.
3. You can change any of the following items:
   1. At Transacted Quantity, type a new number of shares or units.
   2. At Transacted Price, enter the amount that represents the price paid per share or unit, inclusive of brokerage or taxes.
   3. At Date, enter the date the security settled into your account.
   4. Click Update to apply the changes.
4. If you're deleting a portfolio:
   1. Click Delete Portfolio. The page will refresh, and you can select the portfolio you want to delete and click on the Delete button.
   2. All transactions in the selected portfolio will be removed.
   3. Note: Make sure this is the portfolio you want to remove.
5. If you’re editing a portfolio:
   1. Click Edit Portfolio. The page will refresh, and you can select the portfolio you want to edit and click the Update button.
   2. The page will redirect to another page where you can edit your portfolio and click on the Update button.
   3. Note: Make sure this is the portfolio you want to edit.