How can I add an entry of gifts received for traded bonds asset in MProfit?

Modified on Mon, 17 Jun at 11:42 PM

In this tutorial, we will explain how you can add a Gift entry for Traded bonds in MProfit.

Please note that this process assumes that the gift recipient is not invested in any of the portfolios managed by MProfit.

Follow the steps below:

Step 1: Login to your MProfit account and right-click the desired traded bond asset.


Step 2:  Now, click Advanced from the drop-down list.

Then click Transfer Asset to another Portfolio.


Step 3: Enter the desired Date



Step 4: Select the Portfolio to Other / Gift from the drop-down list.


Step 5: Enter the Quantity, then click Save


Step 6: A confirmation prompt will appear. Click Yes



This is how you can seamlessly add a Gift entry for Traded bonds in MProfit!

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