Follow these steps to add your trading transactions to your portfolio:
Start a New Transaction:
Click the Create Transaction button.
Select Add Transaction.
Choose the Transaction Type: In the "Market Trades" section, you can select from the following common trade types on the PSX:
Buy: Use this for any shares you purchase.
Sell: Use this for any shares you sell.
Bonus: Record bonus shares you receive from a company. These are free shares given to existing shareholders.
Rights: Use this to record shares you acquire through a rights issue, where a company offers new shares to existing shareholders at a discount.
Enter Trade Details:
Date: Enter the exact date the transaction occurred.
Other Information: Fill in the remaining details about the trade, such as the stock symbol, quantity of shares, and price per share.
Save Your Transaction:
Once you've entered all the information, click Save to view your updated portfolio returns.
Alternatively, if you have more transactions to add, you can choose Save and Add Another Transaction.