You can upload PMS data through our common Excel template. Pls go to Data Management >> Create Transaction menu >> Other Assets tab. Click on Bulk upload on the top right corner.
Choose Current value and Transaction file from the dropdown and download sample file for both formats respectively.
Fill Purchase, Sell transactions in the transaction file and upload that first. Dividend payouts can be entered Sell transactions as our Other Assets module is purely cashflow based and XIRR is shown in the Portfolio.
Then fill Current values date wise as available from your PMS provider and upload that.
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