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ET Portfolio User Guide

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This guide will help you manage your account at ET Portfolio Wizard

This guide will help you manage your account at ET Portfolio Wizard

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ET Portfolio User Guide ET Portfolio User Guide Presentation Transcript

  • ET Portfolio Wizard User Guide
    • Welcome to all new ET Portfolio Wizard !!!
    • Just three easy steps will enable you manage your resources better
    • Create a Login
    • Setup account properties
    • Register transactions
  • Login Page 1. 2. If you already have a ET Portfolio Account, please enter your username and password to log-in. New users can register for new ET Portfolio Wizard through Sign Up, so go ahead it’s free!!
  • Sign Up Page Once the registration is complete, you will be redirected to ET Portfolio Wizard’s Login Page 1. 2. Please fill in your personal details and choose a Login ID and Password to complete the registration process.
  • Portfolio Snapshot Page When you login for the first time this is how the portfolio will look. Now you need to configure your account as per your personal preferences and start using ET Portfolio Wizard. Navigation Tabs Your Investment Summary 1. 4. 3. Family Member View and Currency Settings Alerts and Reminders that you have set as well as important alerts that ET Portfolio Wizard’s raises for your attention. 5. 2.
  • Set Up Account Properties You can click on utilities to configure your account. What all should I configure? Bank Accounts Broker Accounts Demat Accounts Currency Settings, if you want reports in currencies other than INR. Family Management Email ID, etc. 1.
  • Account Properties Page
    • Why to set up my account?
    • ET Portfolio Wizard is a smart tool that works on Double-Entry-Book Keeping. It is capable of becoming your Personal Accountant. Specific configuration of your Bank Account, Demat Accounts and Broker Accounts will help you in the long term as all your transactions will have proper Debit and Credit heads from beginning and will save you lot of cleanup efforts once full-fledged Personal Accounting Module is available.
    Very soon you can add details of your family members and manage multiple portfolios. A separate account will be there for every member Set your currency settings You can enter your Bank/Broker/Demat account details here 2. 4. 1. 3.
    • Why Family Management?
    • Soon with Family Management feature you will be able maintain portfolio of all your family members within ET Portfolio Wizard. Your family’s master ID will get an independent as well as integrated view of all individual members. You can also provide independent access to each family member to view and monitor their individual portfolios through a separate login ID. This feature will be enabled soon.
    Add Family Details Add family members 1. 2.
    • Why Bank/Demat/Broker Management?
    • By registering your account details you can keep a track of your bank account status. This will also help you in filing taxes as all your dividend and interest component will be automatically exported to your tax return
    Add Account Details Enter your account details 2. 1.
  • Set Up Account Properties Enter your Bank a/c details 1.
  • Set Up Account Properties Enter your Demat a/c details 1.
  • Set Up Account Properties Enter Broker details 1.
  • Set Up Account Properties Add currency settings
    • Why currency settings?
    • Selecting currency settings will help you in pulling out reports in currencies other than INR
    1. 2.
  • Register Transaction You can enter transactions by clicking on respective heads like Equity, Mutual Funds etc. 1. Existing portfolio users can see a snapshot of their investments here. To further edit transactions you can click on different heads like- Equity, Mutual Funds etc. 2.
    • Why Upload Wizard?
    • With Upload Wizard you have the choice of uploading bulk transaction history by loading the same in an excel file/by simply copying and pasting the data in the Upload Wizard tool/by uploading contract notes. Upload Wizard will automatically read the data, validate it and upload the same into your portfolio. 
    Register Equity You can Add single or multiple equity transaction from here You can also import contract notes and transaction statements in excel format 1. 2. 3.
  • Uploading Excel File To upload excel file in your portfolio select this option 1.
  • Uploading Excel File Browse file from the specified location to be uploaded 1.
  • Uploading Excel File Click on the button to upload excel files 1.
  • Uploading Contract Notes Select broker from the list 1.
  • Uploading Contract Notes Select the option for contract note 1.
  • Uploading Contract Notes Browse contract notes from the specified location to be uploaded 1.
  • Uploading Contract Notes Click on the button to upload contract notes 1.
  • Uploading Contract Notes Confirm uploaded transactions 1.
  • Uploading Contract Notes Check the transactions and confirm them 1. Confirm selected transactions 2.
  • Register IPO You can add IPO details from here 1.
  • Register Mutual Funds You can add/edit Mutual Fund transactions 1.
  • Register Mutual Funds Select company name from the list 1.
  • Register Mutual Funds Select Fund name from the list 1.
  • Register Mutual Funds Select fund purchase date 1.
  • Register Mutual Funds Enter NAV per unit value and number of unit purchased 1.
  • Register ESOP You can add/edit ESOP details 1.
  • Register Derivatives You can add/edit Derivative details 1.
  • Register Fixed Income You can add/edit fixed income detail 1.
  • Register Real Estate & Others You can add/edit real estate, gold and silver investments 1.
  • Add Market Watch List Create a market watch list to keep a track of Equities 1.
    • Why market watch list?
    • By creating market watch list, you will stay updated about latest news pertaining to equities and mutual funds of your choice
    2.
  • Add Market Watch List Create multiple Equity watch list 1.
  • Add Market Watch List Create a market watch list to keep a track of Mutual Funds 1.
  • Add Market Watch List Create multiple Mutual Fund watch list 1.
  • Add Reminders You can create important reminders 1.
    • Why Reminder?
    • By registering reminders you will never miss an important deadlines, due date and birthday or anniversary
    2.
  • Add Reminders Add and view reminders 1.
  • Add Reminders Enter your reminder details 1.
    • Thank you for choosing ET Portfolio Wizard!!!
    • For any further assistance write to us at [email_address]
    • We would appreciate your valuable feedback
    • -ET Portfolio Team