How to Edit a Mutual Fund Transaction?
The Edit function of Portfolio Tracker enables you to update the details of Mutual Funds in your portfolio.
Now, let's assume that you have entered a wrong quantity for HDFC infrastructure G and you want to change it.
Step 1
Go to the Homepage of Portfolio Tracker, select the portfolio and click on <Go>.
You will be directed to the Consolidated Holding Report.
Step 2
Click on the checkbox against HDFC infrastructure G to select it and click on <Edit>.
Note: You can edit only one scheme at a time.
On clicking on <Edit>, you will be directed to the Edit Scheme page.
Now let's change the quantity of HDFC INFRASTRUCTURE G .
Step 3
Enter the correct quantity in the QUANTITY field and click on <Save>. In this case we are entering 200 and 110 against both the transactions respectively.
You will now see a pop up that will inform you that the entries have been saved successfully. Click on <Ok>.
Now click on <Go Back> to return to the Consolidated Holdings Report.
You will find that the Quantity of HDFC INFRASTRUCTURE G has changed from 200 to 310.