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.


Image


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


Then click Transfer Asset to another Portfolio.


Image


Step 3: Enter the desired Date

 

Image


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


Image


Step 5: Enter the Quantity, then click Save


Image


Step 6: A confirmation prompt will appear. Click Yes


Image

 

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

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article