How to assign Strategy / Goal to a single asset on-the-go?

Modified on Mon, 24 Jan 2022 at 03:28 PM

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:

  1. In the MProfit summary screen, double click into the asset for which you need to assign a goal / strategy.

  2. On the next screen, right-click on a transaction and click Add to Strategy / Goal

  3. Next, simply select the Strategy / Goal and click Save.

  4. Your transaction will be added to the selected Strategy or Goal portfolio.

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