How to add a Gift entry for Traded bonds?

Modified on Fri, 04 Dec 2020 at 06:46 PM

You can add a Gift entry for a Traded Bond asset in MProfit. The assumption here is that the person who is receiving the gift is not a member of any of the portfolios which you manage in MProfit. Please follow the below process:

1) Right click on traded bond name. Next, select Advanced and click on 'Transfer Asset to another portfolio'.

2. Next, select the Other / Gift option from the To Portfolio dropdown, enter the quantity you would like to Gift and click on Save. 

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