Settlements
Get Insights On Your Investments
The Insights on the Investments module give you a quick summary of your trading activity, helping you understand your performance and trading patterns at a glance. These insights are automatically generated based on the trades from your connected ...
Add Real Estate Trades
If you have sold any properties in the past financial year and want to understand your profitability and tax implications, you should add real estate settlements. This allows you to efficiently track your transactions and assess their impact on your ...
Add Trades Manually
Although we support multiple broker integrations, some users may need to manually add trades from non-integrated brokers or off-market transactions. Important Note: Ensure you have an active investment account before adding settlements. Web Mobile ...
Add Investments Account Manually
If your investments cannot be imported using apps, you can manually add your investment account. Web Mobile Web Steps to Add Your Investment Account Manually Go to Investments Navigate to More > Investments. Click on Add Manually Select the option to ...
Fix validations on settlements
When importing trades from apps, you may come across errors or warnings. Here’s how to fix them. Possible Reasons for Validation Errors Description: Missing symbol, scheme name, or contract name. Buy/Sell Dates: Missing dates, sell date is before buy ...