When you transfer shares from another Demat account, we may not have information about the prices at which those stocks were originally bought. To make it convenient for you to track the value of your investments, we allow you to input the average prices and purchase dates for these transferred stocks. Here are the simple steps to follow:
- Log in to your Back Office: Visit https://reports.shoonya.com/ and open the P&L Report Tab from the dashboard.
- Select a Date Range: In the Equity PL section, click on the Date Range Flag and choose the desired date range.
- Access Stock Entry: Click on the Stock Entry tab located on the right side of the screen.
- Search for the Scrip Name: Enter the name of the scrip (stock) you want to update.
- Add Scrip Details: Provide the necessary details for the scrip, including quantity, price, and date of purchase.
- Update Scrip Record: Review the information you’ve entered on the right side of the screen and ensure it’s accurate.
- Save Data: Click on the Record Added tab. A new tab will open. If you notice any incorrect data, you can remove it before saving.
Note: Once you’ve updated the information in the back office, please allow up to 24 working hours for the changes to reflect in Shoonya.
