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Help.
The initial login screen allows you to choose any one of the following options:
Start a new portfolio.
Review your portfolio.
(An
Amrok
Group Concern)
H-1 Sudharshan Gardens,102-Velachery Road,
Guindy,Madras-600032. India.
Tel: 91-44-2353610,2353612,2352200,2350133.
Fax: 91-44-2350485.
BBS: 91-44-2351238.
Email:
amrok@makroindia.com
Review your portfolio:
If you are already maintaining some portfolio's a summary of it will be provided here. If you are not maintaining any portfolio you will be prompted to start a new one.
The summary includes purchase value, current value, absolute change and percentage change of each portfolio's and also a total of the above.
The dropdown box below the summary allows you to choose the various options which are available.
View the current portfolio.
Make changes to the current portfolio.
Delete scrips in your current portfolio.
Add to the portfolio.
Start a new portfolio.
Current prices of the selected portfolio.
Give your own names to the portfolio.
View the current portfolio:
This gives the details of the portfolio which you have choosen. The details include purchase price,current price,purchase value,current value,absolute change and percentage change of each of the scrips and also the total of all the scrips.
Make changes to the current portfolio:
Here you are allowed to make changes to your current portfolio. You can change the price, quantity or both. This feature will be useful when you want to average your prices or change your position.
Delete scrips in your current portfolio:
Here you are allowed to delete some or all the scrips which you don't want to include in your portfolio.
Add to the portfolio:
Here you are allowed to add scrips to the existing portfolio.
Start a new portfolio:
Here you are allowed to start a new portfolio. You can maintain ten differnt sets of portfolio with a maximum of twenty scrips in each portfolio.
By default your current portfolio is portfolio 1.
You can start adding companies by giving keywords and starting the search. A list of companies will be shortlisted based on the keywords which you have given.
By default the latest price of the companies will be displayed along with a column for quantity.
You have to enter the quantity and you have the option of changing the price.
You can add upto twenty companies by repeating the same procedure.
If you select the "Final Submission" button all the scrips which you have added will be include in your portfolio and a summary of it will be given below.
Current prices of the selected portfolio:
Here you can see the latest prices of the portfolio which you have chosen.
Give your own names to the portfolio:
Here you can give your own names to the different portfolio's which you maintain.By default all the portfolios will be named as portfolio 1, portfolio 2, portfolio 3... and so on. The default name can be changed to the name of your choice like short-term, long-term etc....
(An
Amrok
Group Concern)
H-1 Sudharshan Gardens,102-Velachery Road,
Guindy,Madras-600032. India.
Tel: 91-44-2353610,2353612,2352200,2350133.
Fax: 91-44-2350485.
BBS: 91-44-2351238.
Email:
amrok@makroindia.com