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How to Import Schemes from Excel to a New Portfolio?
Import from Excel for Mutual Funds helps you import your Mutual Fund portfolio directly from ICICI direct, ValueResearchOnline or Moneycontrol.
CREATE A NEW PORTFOLIO:
Import from Excel helps you import portfolio directly from ICICI direct, ValueResearchOnline or Moneycontrol.
Go to the Homepage of Portfolio Tracker and click on Import funds from excel.
You will be directed to the Import From Excel page.
Here, you have two ways to Import portfolio from excel:
Click on Create a new portfolio radio button.
Enter a unique name for the portfolio. This unique name will help you identify each portfolio distinctly. For example, here we have named the Portfolio as Import from Moneycontrol.
Select the Portfolio Status from the drop down list. The status of the portfolio identifies you as a Resident Indian, Non Resident Indian, Corporate Body or Overseas Corporate Body. and click on <Go>.
Now, select the service where you have your portfolio from the drop down list.
Click on <Choose File> to search for the excel file that you have imported from your account and saved in your computer.
Now, click on <Upload> after selecting the file.
Post uploading, you will be directed to the preview screen. In this screen, the schemes from the excel sheet get uploaded in the system. Now, you need to check if the following are correct before adding them to the portfolio:
After checking and changing the entries, click on <Proceed> to add them to the new portfolio.
So in this particular step, you need to confirm all the following details:
Once you have confirmed all your transactions, click on <Save> to proceed.
You will now be directed to the Consolidated Holdings Report.
You will find that the schemes from excel have been added to your new portfolio.
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