MProfit gives you the simple option of right-clicking any Stock or MF transaction and assigning it to a Goal / Strategy.
Step-wise guide below:
- In the MProfit summary screen, double click into the asset for which you need to assign a goal / strategy.
- On the next screen, right-click on a transaction and click Add to Strategy / Goal
- Next, simply select the Strategy / Goal and click Save.
- Your transaction will be added to the selected Strategy or Goal portfolio.