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Updating average buy price for transferred stocks!

By Roshan | Updated at: Feb 8, 2025 07:09 PM IST

Updating average buy price for transferred stocks!
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How to do it?

-In the backoffice section, under the portfolio tab, you will a tab ‘ Portfolio Discrepancy ‘

  • Any holdings with discrepancy, will be visible here
  • Tap on the scrip whose price you want to add
  • Select the transaction date & the average price
  • Once you click on ‘Add trade’, your price will be updated on T+1 in your Portfolio.

Please note:

  • You will be able to see the trades that have been added in the ‘Manual Trades’ tab
  • Incase of multiple dates, select on the dates and enter the average price for the entire quantity
  • Once average price & dates are added, they can’t be modified

Happy Investing!

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Roshan

Roshan

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