Steps to Add Trades Manually:

1. Access Your Settlements:

Once your account is set up:

• Navigate to the Investments section.

• Click View Settlements to access your existing trade records.

  

2. Add a New Settlement

To manually enter a trade:

• Click the Add Settlements button.

  

3. Choose the Asset Category

Select the type of asset sale you want to add:

• Securities – Stocks, Futures & Options, Mutual Funds, ETFs, Bonds, Debentures, etc.
• Real Estate – Residential or Commercial property, Agricultural Land, etc.
• Other Assets – Jewelry, Cars, Art, and other assets.
• Crypto – Cryptocurrencies & NFTs. (Coming Soon)

4. Enter Trade Details

You will now be prompted to enter the necessary details:

• Country
• Asset Type
• Listed or Unlisted
• Account
• Description
• Quantity
• ISIN (Optional)
• Buy & Sell Details (Dates, Prices)
• Transfer Expenses (Expenses, Amount, etc.)

🔹 Double-check all details for accuracy before proceeding.

5. Save the Settlement

• Select the correct account for the trade.
• Click Save to finalize the transaction.

Your settlement is now recorded and will be reflected in the Settlements View and Dashboard.

6. Track Your P&L

Once the trade is added, you can track its impact:

• Navigate to the P&L Tab.

💡 Learn how to track P&L effectively.