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Hello,
Please guide me.
I have 3 people who are trading.
And there are also 2 stock brokers.
Plus of course 3 MF people folio.
On import, I was able to import the following with any issue...
1. MF for 3 people - separately in 3 portfolio's
2. Made a group - so that it can be seen as a total and of course individually.
3. F&O - imports - of Axis Direct - no issues of past trades and current contract notes.
4. Zerodha - import from trade book was good, and the import from contract notes is also fine.
HOWEVER ...
When I imported my past trades in cash of Axis Direct - it merged with Zerodha account. I want keep each broker separately.
Please guide me - how to
a) Import in different portfolio's for different brokers.
b) Delete the existing portfolio's that has every thing mixed up.
HOWEVER - for capital gain, both the portfolio's that has the same PAN number to me merged and then calculate.
Thanks in advance.
rgds
SK Agrawal
.
Please guide me.
I have 3 people who are trading.
And there are also 2 stock brokers.
Plus of course 3 MF people folio.
On import, I was able to import the following with any issue...
1. MF for 3 people - separately in 3 portfolio's
2. Made a group - so that it can be seen as a total and of course individually.
3. F&O - imports - of Axis Direct - no issues of past trades and current contract notes.
4. Zerodha - import from trade book was good, and the import from contract notes is also fine.
HOWEVER ...
When I imported my past trades in cash of Axis Direct - it merged with Zerodha account. I want keep each broker separately.
Please guide me - how to
a) Import in different portfolio's for different brokers.
b) Delete the existing portfolio's that has every thing mixed up.
HOWEVER - for capital gain, both the portfolio's that has the same PAN number to me merged and then calculate.
Thanks in advance.
rgds
SK Agrawal
.
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