How do I create a portfolio?
NGEN Markets Admin
Last Update 2 years ago
There are many ways.
1. You can manually add holdings to a portfolio by searching for Funds, stocks or your own securities (custom securities).
2. You can copy and paste ISIN code and amounts (or units or percentage) directly from excel.
3. You can upload a CDSL PDF statement
4. You can upload a NSDL PDF statement
5. You can upload a CAMS Summary PDF statement
6. You can also create a portfolio using a Funds->Compare list and converting it into an equally weighted portfolio
See the screenshot below, that shows you where to create a portfolio:
