How can I add my Private Equity investments in MProfit?

Modified on Mon, 27 May 2024 at 08:01 PM


In this tutorial, we will explain how you can add your private equity to MProfit.


Here are the steps you need to follow:


Step 1: Login to your MProfit account and click the (+) sign.


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Step 2: Click Add Transaction from the drop-down list.


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Step 3: Now, from the asset class, select Private Equity.


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Step 4: Click Select.


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Step 5: Type the asset name by clicking the (+) icon.


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Step 6: Select New Asset and type in the asset name.


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Step 7: Enter the Ref No.


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Step 8: Click Save.


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Step 9: Select the Date, enter the Quantity and Rate


Add Narration if needed.


Once you've filled in all the necessary information, click Save.


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This is how you can seamlessly add private equity in MProfit!

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