There are three types of entries you can make in yoru portfolio. Equities, Cash and Other. Steps for each are included below:
1. Click on New Transaction.
2. Select Equities
3.Add a symbol or Name.
4. Select date, currency and type.
5. Add the numbers of shares and the amount. Click add to finalize transaction.
1) Go to New Transaction then click cash.
2. Select date, currency, type of transaction and the amount. Click add to finalize.
1. Select other holding
2. Add name, date and currency. Price and current value will be added automatically. Click add to finalize the transaction.