ET Portfolio Wizard User Guide
Welcome to all new ET Portfolio Wizard !!!
Just three easy steps will enable you manage your
resources better
1. Create a ...
Login Page
1.1.
2.2.
If you already have a ET Portfolio
Account, please enter your
username and password to log-in.
New us...
Sign Up Page
Once the registration is complete,
you will be redirected to ET
Portfolio Wizard’s Login Page
1.1.
2.2.
Pleas...
Portfolio Snapshot Page
When you login for the first time this is how the portfolio will look. Now you need to
configure y...
Set Up Account Properties
You can click on utilities to configure your account.
What all should I configure?
Bank Accounts...
Account Properties Page
Why to set up my account?
- ET Portfolio Wizard is a smart tool that works on Double-Entry-Book Ke...
Why Family Management?
- Soon with Family Management feature you will be able maintain portfolio of all your family member...
Why Bank/Demat/Broker Management?
- By registering your account details you can keep a track of your bank account status. ...
Set Up Account Properties
Enter your Bank a/c details
1.1.
Set Up Account Properties
Enter your Demat a/c details
1.1.
Set Up Account Properties
Enter Broker details
1.1.
Set Up Account Properties
Add currency settings
Why currency settings?
- Selecting currency settings will help you in pull...
Register Transaction
You can enter transactions by
clicking on respective heads
like Equity, Mutual Funds etc.1.1.
Existin...
Why Upload Wizard?
- With Upload Wizard you have the choice of uploading bulk transaction history by loading the same in a...
Uploading Excel File
To upload excel file
in your portfolio
select this option
1.1.
Uploading Excel File
Browse file from the
specified location to
be uploaded
1.1.
Uploading Excel File
Click on the button
to upload excel files1.1.
Uploading Contract Notes
Select broker from the list
1.1.
Uploading Contract Notes
Select the option for
contract note1.1.
Uploading Contract Notes
Browse contract notes
from the specified location
to be uploaded
1.1.
Uploading Contract Notes
Click on the button to
upload contract notes1.1.
Uploading Contract Notes
Confirm uploaded transactions
1.1.
Uploading Contract Notes
Check the transactions
and confirm them1.1.
Confirm selected
transactions2.2.
Register IPO
You can add IPO
details from here1.1.
Register Mutual Funds
You can add/edit Mutual
Fund transactions1.1.
Register Mutual Funds
Select company name
from the list1.1.
Register Mutual Funds
Select Fund name from the list1.1.
Register Mutual Funds
Select fund purchase date
1.1.
Register Mutual Funds
Enter NAV per unit value and
number of unit purchased1.1.
Register ESOP
You can add/edit
ESOP details1.1.
Register Derivatives
You can add/edit
Derivative details1.1.
Register Fixed Income
You can add/edit fixed
income detail1.1.
Register Real Estate & Others
You can add/edit real estate,
gold and silver investments1.1.
Add Market Watch List
Create a market watch list
to keep a track of Equities1.1.
Why market watch list?
- By creating mark...
Add Market Watch List
Create multiple
Equity watch list1.1.
Add Market Watch List
Create a market watch list to
keep a track of Mutual Funds1.1.
Add Market Watch List
Create multiple Mutual
Fund watch list1.1.
Add Reminders
You can create
important reminders1.1.
Why Reminder?
- By registering reminders you will never
miss an impor...
Add Reminders
Add and view
reminders1.1.
Add Reminders
Enter your reminder details
1.1.
Thank you for choosing ET Portfolio Wizard!!!
For any further assistance write to us at
portfoliosupport@indiatimes.co.in
...
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ET Portfolio User Guide

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

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ET Portfolio User Guide

  1. 1. ET Portfolio Wizard User Guide
  2. 2. Welcome to all new ET Portfolio Wizard !!! Just three easy steps will enable you manage your resources better 1. Create a Login 2. Setup account properties 3. Register transactions
  3. 3. Login Page 1.1. 2.2. 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!!
  4. 4. Sign Up Page Once the registration is complete, you will be redirected to ET Portfolio Wizard’s Login Page 1.1. 2.2. Please fill in your personal details and choose a Login ID and Password to complete the registration process.
  5. 5. 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 1.1. 4.4. 3.3. 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.5.5. 2.2.
  6. 6. 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. 1.1.
  7. 7. 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 2.2. 4.4. 1.1. 3.3.
  8. 8. 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 1.1. 2.2.
  9. 9. 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 2.2. 1.1.
  10. 10. Set Up Account Properties Enter your Bank a/c details 1.1.
  11. 11. Set Up Account Properties Enter your Demat a/c details 1.1.
  12. 12. Set Up Account Properties Enter Broker details 1.1.
  13. 13. 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 1.1. 2.2.
  14. 14. Register Transaction You can enter transactions by clicking on respective heads like Equity, Mutual Funds etc.1.1. 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. 2.2.
  15. 15. 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 1.1. 2.2. 3.3.
  16. 16. Uploading Excel File To upload excel file in your portfolio select this option 1.1.
  17. 17. Uploading Excel File Browse file from the specified location to be uploaded 1.1.
  18. 18. Uploading Excel File Click on the button to upload excel files1.1.
  19. 19. Uploading Contract Notes Select broker from the list 1.1.
  20. 20. Uploading Contract Notes Select the option for contract note1.1.
  21. 21. Uploading Contract Notes Browse contract notes from the specified location to be uploaded 1.1.
  22. 22. Uploading Contract Notes Click on the button to upload contract notes1.1.
  23. 23. Uploading Contract Notes Confirm uploaded transactions 1.1.
  24. 24. Uploading Contract Notes Check the transactions and confirm them1.1. Confirm selected transactions2.2.
  25. 25. Register IPO You can add IPO details from here1.1.
  26. 26. Register Mutual Funds You can add/edit Mutual Fund transactions1.1.
  27. 27. Register Mutual Funds Select company name from the list1.1.
  28. 28. Register Mutual Funds Select Fund name from the list1.1.
  29. 29. Register Mutual Funds Select fund purchase date 1.1.
  30. 30. Register Mutual Funds Enter NAV per unit value and number of unit purchased1.1.
  31. 31. Register ESOP You can add/edit ESOP details1.1.
  32. 32. Register Derivatives You can add/edit Derivative details1.1.
  33. 33. Register Fixed Income You can add/edit fixed income detail1.1.
  34. 34. Register Real Estate & Others You can add/edit real estate, gold and silver investments1.1.
  35. 35. Add Market Watch List Create a market watch list to keep a track of Equities1.1. 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 2.2.
  36. 36. Add Market Watch List Create multiple Equity watch list1.1.
  37. 37. Add Market Watch List Create a market watch list to keep a track of Mutual Funds1.1.
  38. 38. Add Market Watch List Create multiple Mutual Fund watch list1.1.
  39. 39. Add Reminders You can create important reminders1.1. Why Reminder? - By registering reminders you will never miss an important deadlines, due date and birthday or anniversary 2.2.
  40. 40. Add Reminders Add and view reminders1.1.
  41. 41. Add Reminders Enter your reminder details 1.1.
  42. 42. Thank you for choosing ET Portfolio Wizard!!! For any further assistance write to us at portfoliosupport@indiatimes.co.in We would appreciate your valuable feedback -ET Portfolio Team

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