How can I edit transaction in portfolio?

Say you want to edit a transaction added for HDFC bank. You can click on the expand option in front of HDFC bank, which will show you the transaction history. There is an edit option in front of every transaction. Clicking on Edit will take you to the transaction module with the details prepopulated. You can make the required changes, and click on “Submit”. The rest of your changes will be automatically managed.

You will not be able to edit bonus/split/dividend transaction. These are automatically entered by the system.

To change an SIP transaction, you will be given the option of “Edit SIP” above Transaction History.

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