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How to add cash to my Portfolio?

PSX Portfolio Tracking

To accurately track the cash flow within your PSX investment portfolio, you can add cash deposits at any time. Follow these steps:

  1. Start a New Transaction:

    • Click the Create Transaction button.

    • Select Add Transaction.

  2. Select the "Cash In" Option:

    • On the transaction screen, navigate to the Cash In tab.

  3. Enter Cash Deposit Details:

    • Amount: Enter the exact amount of cash you are depositing.

    • Date: Select the date the cash deposit was made.

  4. Save the Transaction:

    • Click Save. The cash deposit will now be reflected in your portfolio, and you can see its impact on your overall returns.

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