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How to add cash to my Portfolio?

PSX Portfolio Tracking

Updated over a week ago

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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